This role involves communicating, following up and reporting all mandatory and voluntary Corporate Actions events as well as Private Equity ones (capital calls, distributions, Net Asset Value (NAV) valuations).

As a key contact of support to HSBC entities within the group, the Private Equity Senior Officer will oversee other offshore booking centres and provide support to those teams.

Key responsibilities include:

• Managing end-to-end private equity processes from subscription through fund liquidation, including subscriptions and transfers
• Coordinating capital calls, distributions, corporate events, and stakeholder communications across relevant internal interfaces
• Reviewing and processing pricing and asset valuations accurately, ensuring correct booking and data integrity in core systems
• Overseeing offshore private equity operations, support case resolution, and track timely closure of open items
• Analysing service issues, identifying root causes, and implementing corrective actions to prevent recurrence
• Responding to internal and external enquiries promptly and precisely, meet Service Level Agreements (SLAs), and deliver strong customer service
• Handling Know Your Customer (KYC) / Anti-Money Laundering (AML) requests linked to investments and escalate high-risk items, incidents, or operational difficulties as required
• Collaborating with team members and business partners, train and back up colleagues to ensure coverage, and take ownership of problem-solving
• Complying with HSBC values, behavioural standards, procedures, and guidelines in all interactions and daily processing

To succeed in this role, you will need:

• Relevant expertise in the banking industry and the private equity product
• Fluency in English and French, with any other language being a plus
• Computer skills: MS Office
• Analytical skills and well organised
• Good communication skills, team player and client-oriented
• Exhibits commitment and resilience, especially when facing stressful situations
• Polyvalent and fast learner: ability to quickly adapt to multiple tasks and evolving working situations
• Able to create relationships and channels of communication with key interfaces and stakeholders

Due to immigration restrictions in Switzerland, we will only be considering applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit.

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To be successful in the role, you should have a Bachelor degree or above, one year or above working experience, and experience in sales-related functions. You should also be result-driven, able to work under pressure, and a firm believer of long-term, ethical client relationships.

You'll achieve more when you join HSBC.

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Key responsibilities include:

• Projecting a professional image while conducting sales activities
• Promptly and effectively responding to customer enquiries, feedbacks and complaints
• Preparing and submitting sales progress reports on a regular basis

To be successful in the role, you should have a Bachelor degree or above, one year or above working experience, and experience in sales-related functions. You should also be result-driven, able to work under pressure, and a firm believer of long-term, ethical client relationships.

Good spoken and written English is a plus.

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To be successful in the role, you should meet the following requirements:

• Sound knowledge of various forms of deposits, mortgage, etc.
• Knowledge of the constantly changing laws/regulations governing banks/finance industry, consumer trends, competitor offerings, economic, and foreign currency markets
• Strong presentation and sales skills
• Objection handling techniques
• Good interpersonal and communication skills
• Customer service orientation
• Attain appropriate professional and regulatory qualifications as required by market
• Attain any internal standards as required by HBCN

You'll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within and inclusive and diverse environment.

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As a Premier Service Manager (PSM), you'll deliver exceptional service and support to our Premier Relationship Managers (PRMs) and their elite client base. You'll play a pivotal role in enhancing customer loyalty, supporting sales targets, and ensuring operational excellence in a highly competitive market.

Key Responsibilities:

Client Service & Support: Provide high-quality sales and service support to PRMs, including appointment scheduling, client enquiries, and event organization. Manage all processing related to the Wealth Management System and back-office functions for Premier clients. Ensure timely and accurate handling of client requests, aiming for first-contact resolution.

Operational Excellence: Ensure all processes comply with HSBC policies, regulatory requirements, and internal controls. Maintain 100% accuracy in KYC and documentation for new accounts and transactions. Proactively identify and escalate operational risks and compliance issues.

Collaboration & Teamwork: Work closely with branch teams, call centers, and support functions to deliver a seamless client experience. Act as a guide and mentor to other PSMs and team members on service and operational matters. Step in as Acting Customer Service Manager/Desk Branch Manager in their absence.

Risk & Compliance: Adhere to AML, Sanctions, and regulatory guidelines. Remain vigilant for unusual activities and promptly report any concerns. Complete all mandatory compliance training within required timeframes.

What We're Looking For:

Experience: Minimum 3 years in banking or financial services, with strong knowledge of banking products, systems, and processes. Proven track record in customer service and sales support.

Skills: Excellent communication, organizational, and problem-solving skills. Strong business focus and customer orientation. Ability to work effectively in a team and manage multiple priorities.

Qualifications: Bachelor's degree required; postgraduate qualification is a plus.

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To be successful in this role, you will need to ensure best practice on wealth sales is being referred to peers and others, and comply with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities at all times.

We are looking for a candidate with experience in relationship management of High Net Worth clients, a recognized tertiary Diploma/ Degree qualification, and relevant licences in marketing wealth and investment products. You should also have evidence of strong sales track record in insurance and investment products, be sales-oriented, driven to produce results, highly skilled in influencing, networking and portfolio management skills, and fluent in spoken English and Bahasa Malaysia. Proficiency in Mandarin/Cantonese is an added advantage.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.

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Key Responsibilities:

• Achieve published standards and other key performance indicators (attendance, revenue, retention, service levels, operational risk)
• Meet all performance targets including standards in quality and productivity
• Abide by first call resolution in alignment with global standards to promote customer satisfaction
• Escalate / proactively manage service levels at times of increased service pressure

Requirements:

• Mortgage Underwriting experience as well as knowledge of Mortgage systems (both LOS and Image)
• Proven bank, mortgage business, mortgage systems related experience or equivalent
• Minimum of bachelor's degree in business, accounting, related field or equivalent experience
• Proven communications, organisational, analytical, administrative, problem-solving, project management and interpersonal skills
• Proficiency with personal computers as well as pertinent HSBC systems and software
• Ability to meet deadlines and objectives independently and within the team

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.

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Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people.

Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.

As a Business Development Associate, you will provide service and sales excellence in identifying and meeting the needs of the WPB customers to meet and exceed business sales targets by delivering sales results for the core products and cross sell.

Provide critical support to the sales team to achieve sales excellence - Process post application & sales process with internal stakeholders (eg; GWIS, FOL, CEPS fulfillment etc.) to facilitate smooth delivery of customer service and sales.

Manage all dealership incentive (eg car dealer incentive etc.) in a timely manner.

Manage the reporting elements and generate trends/analysis/key statistics/reports/data to help improve overall efficiency, productivity and effectiveness of Mobile Sales

Provide excellent customer services - Provide support to the RBWM business by actively and reactively assisting customers for account enquiries and ongoing account maintenance.

Act as Customer interface with Service Delivery - Ensure that customers' needs are met by ensuring that facilities are executed efficiently and accurately

Operational Excellence - Assist line managers to highlight process deficiencies and recommendations - Contribute by active participation to identify work improvement to automate, centralize, migrate to ensure high efficiency in servicing customers.

Eliminate non-value-added work without increasing risk to bank

Maintain HSBC control standards and follow Group Compliance Policy to minimize operational risk by:

Remaining compliant with and ensures awareness of Audit and Group requirements and other internal guidelines.

Ensuring strict compliance with government banking regulations

Timely implementing internal and external audit points together with any issues raised by external regulators

Stay vigilant and identify operational risks based on people, process, systems and external arising from fraud, unauthorized activities, error, omission, inefficiency, system failure and external events

Report to line manager for assessing the impact and likelihood of risk materializing and vulnerability.

Qualifications:

Min diploma holder with 1 year work experience in relevant field.

Independent worker with the ability to multi-task, work under pressure and meet tight deadlines.

Good time management.

Excellent customer service orientation.

Good communication skill.

Strong capacity to handle details and workflow processes efficiently and effectively.

Strong competency in Microsoft Office (esp word and excel).

Fluent in Vietnamese. Having bilingual capability (English/Mandarin) will have an added advantage.

You'll achieve more when you join HSBC.

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Key responsibilities include designing, reviewing, and executing comprehensive testing scenarios and scripts to validate system functionality, collaborating with business groups, Systems Administration, and HSBC Technology Service to identify, report, and resolve system defects, and supporting business User Acceptance Testing (UAT), including planning, preparation, and execution activities as required.

You will also coordinate project activities, manage deliverables, and track project status throughout development and post-implementation phases, and regularly monitor the effectiveness of systems during business-as-usual operations and facilitate coordination with other departments as necessary.

To succeed in this role, you will have business analyst experience, knowledge of Lending Point of Sale and Loan Originations Systems, and bank, lending business, lending systems-related experience or equivalent. You will also have proven communications, organisational, analytical, administrative, problem-solving, project management, and interpersonal skills, and proficiency with personal computers and pertinent HSBC systems and software.

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As a Senior Credit Advisor, you will be responsible for identifying, structuring, negotiating, and underwriting new credit opportunities. You will build trust with clients, learning new concepts and researching information in real-time to provide creative solutions. You will handle risk and portfolio management with credit products.

Key qualifications for this role include experience in underwriting from start to finish credit memos for various credit products, such as lending secured by marketable securities, single stock, unsecured, commercial real estate, residential mortgages, hedge funds, private equity capital call, art, financial sponsors, unlisted shares, life insurance premium finance, music rights lending, CAT B foreign exchange, and derivatives lending. You will also create credit memos that discuss transaction summaries, loan structures, covenants, collateral, financials spreads, risk and mitigants, strengths and weaknesses, documentation, and recommendations.

Client-facing experience and dealing with Private Bank High Net Worth Clients is essential. Familiarity with credit analysis, relationship building, and Microsoft Office is also required.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift programme, and a comprehensive programme of immersive Sustainability and Climate Change Initiatives.

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Provide excellent customer services by supporting the RBWM business with account enquiries and ongoing account maintenance. Act as a customer interface with Service Delivery and ensure that customers' needs are met by executing facilities efficiently and accurately.

Operational Excellence: Assist line managers to highlight process deficiencies and recommendations. Contribute to identifying work improvements to automate, centralize, and migrate to ensure high efficiency in servicing customers. Eliminate non-value-added work without increasing risk to the bank.

Maintain HSBC control standards and follow Group Compliance Policy to minimize operational risk by remaining compliant with and ensuring awareness of Audit and Group requirements and other internal guidelines.

Qualifications:

• Min diploma holder with 1 year work experience in a relevant field
• Independent worker with the ability to multitask, work under pressure, and meet tight deadlines
• Good time management
• Excellent customer service orientation
• Good communication skill
• Strong capacity to handle details and workflow processes efficiently and effectively
• Strong competency in Microsoft Office (esp word and excel)
• Fluent in Vietnamese. Having bilingual capability (English/Mandarin) will have an added advantage

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As a Premier Wealth Relationship Manager, you will maximise profit and growth of Premier clients' portfolios, achieve financial targets, and promote our Premier Service to potential customers. You will also manage the total wealth of your clients by matching our financial and investment product solutions to their needs.

To be successful in this role, you should have a Bachelor's degree or relevant experience, minimum of three years proven and progressive financial services and/or retail sales experience, and capabilities in introducing insurance and investment products. You should also have relationship management experience with high net worth clients, strong technical skills, and strong communication, client focus, and influencing skills in wealth management.

You'll achieve more when you join HSBC. We offer opportunities, support, and rewards that will take you further. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. We provide a leading premium proposition through Premier Banking and are present across the world's most important markets, booking centres, and corridors most valued by our clients.

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Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people.

Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.

Roles & Responsibilities:

Impact on the Business

• Maximize profit and achievement of the growth of Premier clients portfolio
• Achieve agreed financial targets by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships
• Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
• Effective use of tools and information to drive client service delivery and WPB performance
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• Build a high personal and corporate profile in the community in which you are based.

Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand

• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
• Establish and agree client contact strategies in line with Group operating models
• Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

• Own the client relationship with HSBC
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group
• Maintain highest standard of excellence in client service across the team and with individual portfolio
• Ongoing analysis of client portfolios through marketing of ideas and researching clients
• Monitor client satisfaction data implementing portfolio level improvements
• Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
• Treat customer fairly with integrity

Leadership & Teamwork

• To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
• Proactively support others through direct and indirect actions beyond activities particular to this role
• Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi-channel client journey
• Establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs

Operational Effectiveness & Control

• Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
• Agree and manage lending facilities within any agreed Approval Authority (RAA)
• Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
• Adhere to selling process and sales quality requirements

Qualifications & Experience

• Bachelor's degree or equivalent experience
• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
• Capabilities in introducing insurance and investment products
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills
• Strong sales orientation, networking and portfolio management skills
• Sound knowledge of financial services products and services and the client relationship management system
• Understanding of business banking client segment and products and services
• Local regulatory & license requirements
• Job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Able to communicate well in English and local languages

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Key responsibilities include providing sales support to licensed sales staff, preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirements. You will also have regular contact with clients regarding their accounts, under the direction of a registered securities representative, and enter orders for clients and open new client accounts at the direction of the registered representative.

To be successful in this role, you will have a strong understanding of the brokerage and banking industry, trading operations, banking products, and HSI's (HSBC Securities Inc. USA) brokerage products. You will also be registered or obtain approval for registration with the necessary States where registered representatives conduct business, and have good experience in the financial services industry. Additional requirements include knowledge of brokerage products and services, operations to support them, and pertinent regulations affecting their delivery, as well as Anti-Money Laundering and relevant regulatory governance in the US.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, in a welcoming and inclusive work environment.

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The role requires combining client relationship management with strong risk assessment and management capabilities to ensure the required credit quality and requisite returns on risk.

Key responsibilities include:

• Maintaining HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators

• Originating target market clients focused on investment AUM, lending, and Advisory services, collaborating with US and LATAM network, as well as developing self-sourced prospects and referral sources in Mexico

• Growing revenues across allocated portfolio and originating new revenue streams, increasing HSBC's share of client wallet, involving product specialists to ensure product capabilities are in line with UHNW and HNW client requirements

• Establishing and maintaining networks for cooperation with other HSBC businesses to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments

You will likely have the following qualifications to succeed in this role:

• Familiarity in working with clients and prospects who are high-potential HNW/UHNW clients

• Proven track record in asset gathering, asset growth, and revenue generation

• Highly developed communication skills for use in direct client contact and problem-solving

• Excellent understanding of financial markets and products

• Ability to provide strong financial and statistical analysis

• Attention to detail and the ability to think creatively to solve problems

• Series 7 and 66 licenses required

• Bachelor's Degree required

• Fluent in Spanish and English

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.

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Key responsibilities include:

• Utilizing a lead-based approach through HSBC's Client Relationship Management tool to engage clients
• Handling appointments booked by clients and interacting with them via phone, email, pre-booked appointments, and Zoom calls
• Generating new business referral opportunities for Wealth Centre, Wealth Direct, Mortgage, and Private Bank
• Communicating HSBC Group international capabilities and benefits in servicing cross-border banking needs through clear, professional discussions
• Increasing share of wallet with clients through focused outbound calling, using a lead-based approach to client management
• Identifying opportunities using a structured sales process, including appropriate analysis and preparation of presentations and pitches for additional products/services

To succeed in this role, you will need to be flexible, proactive, client-centric, results-driven, and able to thrive in a fast-paced, high-volume environment. You should have excellent communication skills, both written and verbal, and be willing to work flexible shift schedules (08:00 AM–05:00 PM ET).

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment.

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