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Customer Fulfillment Officer (Fixed Term) at HSBC Securities Services Luxembourg

Taipei, , Taiwan -

Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

0.0

Posted On

18 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product Management, Data Analysis, Risk Management, Communication, Collaboration, Financial Knowledge, Investment Knowledge, Trust Business, Ethics, Structured Products, Operational Processes, Customer Support, Documentation, Verification, Attention to Detail, Cross-Department Coordination

Industry

Financial Services

Description

國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。 People responsibility: N Report to: SVP Channel Management Job Content: SN產品參數建檔與維護，並提供DnA ，協助理專同仁掌握客戶的投資部位資訊。協助彙整、核對各家發行機構的產品相關通知，確保資料正確並提供 DnA製作前線通知。協助彙整、核對最終產品說明書/投資人須知，確保產品條件無誤，提供後台寄送交易文件。其他協助前線同仁的產品相關事項。將學到的知識與經驗跨部門協助與溝通: 與發行機構、交易室、前線同仁、後台作業部門建立高效的溝通與合作。產品週期管理: 深入了解結構型產品的發行到到期的完整營運流程。風險管理與數據準確性: 掌握金融商品中，產品條件與資料核對與維護的關聯性與重要性。 License/Qualification Requirement 信託業務人員、金融市場常識與職業道德(衍商證照尤佳) ※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.

Responsibilities

The Customer Fulfillment Officer is responsible for maintaining product parameters and assisting relationship managers with investment information. They will also verify product-related notifications and ensure accurate documentation for transactions.