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Securities Services provides robust and reliable solutions that enhance performance and mitigate risk, today and in the future. Working with institutional investors, banks, insurance companies, governments and multinational corporations, Securities Services offers a range of fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services.

We are currently seeking a high calibre professional to join our team as an Associate, Trustee Relationship Management, Pensions.

Principal Responsibilities

Role Purpose

Role is responsible to work with a team and handle day to day client management functions for Pensions client including ORSO and series of Fidelity MPF clients

Principal Accountabilities:

Key activities and decision-making areas

• Impact on the Business
• Maintain a good relationship with ORSO and MPF clients
• Communicate and coordinate with clients on regulatory reporting
• Liaise with clients including internal relevant parties e.g., legal, compliance team to resolve clients’ requests or enquiries
• Provide support to clients on new products or service launch
• Handle pension projects including project coordination, liaison and execution

Customers / Stakeholders

• Update clients on the latest legislation update
• Ensure clients and relevant retirement schemes comply with relevant laws and regulations
• Act on the best interest to scheme members

Leadership & Teamwork

• Good leadership
• Good team player
• Provide support to other teams within SSv

Operational Effectiveness & Control

• Perform assigned duties
• Perform other ad hoc duties and projects as assigned
• Assist the team to complete various ad hoc projects as assigned

Major Challenges (The challenges inherent in the role that require a continual test of the role holder’s abilities)

• Meeting tight deadlines and agreed services standard
• Delivery of accurate and timely services to clients
• Understand the ORSO and MPF regulations and guidelines
• Strike the balance between the client’s demand and operational restriction
• Adhere with the policy from HSBC Group

Role Context

This role requires to work closely with people and to deliver a clear and accurate message to clients internally and externally.  To a certain extent, it is required to be flexible for providing solution but with the restriction of the internal guideline, relevant laws and regulations

Management of Risk

Be aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations

Observation of Internal Controls

Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including the Group Compliance policy

Role Dimensions

• To handle enquiry from scheme members, employers, HR, finance, regulators, internal compliance and legal
• To arrange client meetings
• To grasp the opportunity to cross sell to the clients

• University degree holder
• Must have 5 years or more pension related experience, including projects experience
• Familiar with ORSO and MPF related Ordinance
• Customer-focused and able to handle multiple tasks
• Able to work under pressure and meet tight deadlines
• Proficient PC skills especially on PowerPoint and Excel
• Good interpersonal and communication skills, including excellent written and spoken Chinese and English, and Putonghua is a plus
• Self-starter, flexible and a good team player

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Issued by The Hongkong and Shanghai Banking Corporation Limited.