Reporting & Administration Manager, Wealth Management recruitment
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.
HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable research, financial planning and advisory services. Our team comprises professionals who are innovative, collaborative and diligent, who relish change and can thrive in a matrix environment spanning functions, cultures and geographies. They work closely with in-country wealth management units of product, communication and advisory specialists, partnering with sales and distribution teams to engage clients across channels.
We are now inviting qualified individuals to join this team in the role of Reporting Administration Manager.
Your main responsibilities will include:
- Designing, preparing and implementing management reporting for both regular and ad-hoc business requirements;
- Obtaining and extracting internal and third party data for consolidation into regular and ad-hoc reporting;
- Identifying and implementing process and business improvements;
- Designing and implementing financial reporting for the business, ensuring delivery is accurate and timely;
- Liaising with Financial Control and Business Management to ensure that reporting requirements are met;
- Maintaining a high level of customer service to all stakeholders;
- Administration of the Financial Planners Incentive Scheme;
- Supporting and assisting with the management of Wealth Management systems.
Skills
To be successful in this position, you will need:
- A minimum of five years' reporting experience in Financial Services, preferably in Wealth Management.
- Operational experience with fee/commission administration and management reporting.
- A strong practical understanding of databases and financial planning, investment, and life insurance industry data;
- Excellent analytical and Excel skills are essential, with Access knowledge highly desirable;
- The ability to work under pressure and to tight deadlines with a high level of accuracy;
- Experience with DMS, Coin, Crystal Reports, Visiplan and / or SAS would be highly regarded
You'll achieve more when you join HSBC.
www.hsbc.com/au/careers
HSBC takes pride in a diverse and inclusive working environment that sees our people benefit from mentoring, flexible working and the support of Employee Resource Network Groups. Personal data held by the Bank relating to
employment applications will be used in accordance with our Privacy Statement, which is available on our website.