Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
Provide financial planning and advisory services aligning to High-Net-Worth clients’ needs and investment profile
Embarking on a proactive relationship management to strengthen, deepen and delight client’srelationship with existing customers, hence building a strong foundation for customer growth
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Define and execute on the strategy by engaging highly technical teams (Solutions Architects, Technical Account Managers, Customer Solution Managers and consulting/managed services partners)
Act as a thought leader in the wider community, playing a key role in educating, sharing best practices, presenting at events, writing white papers, blogs, and running workshops
8+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics) experience
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Maintains a positive, empathetic and professional attitude towards customer
Enters, updates and maintains accurate information of customer interaction, transactions, comments and complaints in the company's system
Resolves customer requests and problems by making appropriate booking changes based on company's processes and procedures, as well as activity terms and conditions
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Assist in SAP S/4HANA transition and related finance projects.
Support month-end closing activities, including validation of reporting notes and reasonableness checks on reported figures across Revenue, Operations, Retail, Finance, and HR.
Assist in the preparation of various financial and management reports, including Management Reports, Owned Capex & Leased Capex Reports, other finance-related reports as required
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Responsible for the end to end management and preparation of regular and adhoc data analytics reports and management presentation decks, on timely basis to communicate the financial and non-financial progress / status of Cash Management products to internal and external parties
Track and analyze data of Cash Management products to identify potential opportunities and justify requirements that will increase product utilization. This includes breaking down the P&L and business drivers, to produce clear insights, historical tracking and forecasting purposes
Work closely with all stake holders to develop in-depth data analytics and performance reports ongoing basis for all Cash Management products and solutions, in order to develop appropriate strategies/campaigns to drive product usage and profitability
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Take ownership of assigned reconciliation portfolios and ensure all assigned reconciliations are completed accurately and within agreed SLA timelines.
Perform monthly General Ledger Account Ownership (GLAO) reconciliations to support account balance substantiation and escalate aged or outstanding breaks to Business Units as appropriate.
Support Business and Support Units on ad-hoc queries / issues raised and ensuring resolution within reasonable timelines independently
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Group connectivity: Leverage capabilities across Corporate and Investment Bank (CIB), Asset Management and other HSBC lines of business, and selected third parties where appropriate, to deliver innovative and scalable bespoke solutions for UHNW clients.
Commercial discipline & pipeline management: Maintain a robust origination and execution cadence, including pipeline tracking, sales reporting and activity management, with clear prioritization and follow-through.
Governance & risk management: Help design, implement and continuously improve governance, operational controls and risk processes and frameworks to ensure solutions are delivered responsibly and in line with policies, regulatory expectations and conduct standards.
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Job PurposeAct as the central point of contact for managing the impact of Business, Technology, Regulatory and Transformation initiatives on Finance downstream applications. Partner with upstream project teams, Finance Hub Leads and SMEs to assess impacts, coordinate change activities, manage dependencies and risks, and ensure the successful delivery of Finance-related changes across the application landscape.2. Responsibilities- Serve as the primary interface between upstream Business/Technology project teams and Finance application stakeholders.- Lead and facilitate impact assessments with Finance Hub Leads and SMEs to identify impacts on systems, processes, controls, data and reporting.- Coordinate Finance workstreams, deliverables, timelines, dependencies and action plans across multiple initiatives- Drive stakeholder alignment and facilitate discussions across Business, Finance and Technology teams to resolve issues and support decision-making.- Manage and track project risks, issues, assumptions, dependencies and key decisions, escalating where necessary.- Coordinate testing, implementation readiness, deployment planning and post-implementation validation activities for impacted Finance applications.- Provide accurate and timely status reporting to stakeholders and management, ensuring transparency of progress, risks and delivery outcomes.3. Requirements- 5–8 years of experience in Banking, Finance Change, Project Management, Business Analysis or related roles.- Strong understanding of project governance, change management and delivery methodologies.- Good knowledge of Finance application ecosystems, system integrations and Finance operating processes.- Proven experience facilitating impact assessments, workshops and cross-functional stakeholder engagements.- Strong stakeholder management, communication, influencing and problem-solving skills.- Ability to work effectively across Business, Finance and Technology teams in a complex banking environment.- Demonstrated ability to manage multiple concurrent initiatives and competing priorities.4. Preferred Knowledge- Finance domains including General Ledger, Financial Control, Regulatory Reporting, Finance Data Management and Management Reporting.- Banking products and their accounting and reporting impacts.- End-to-end project delivery lifecycle and change governance processes.- Agile, Waterfall and hybrid delivery methodologies.5. Qualifications- Bachelor's Degree in Finance, Accounting, Business, Information Systems, Computer Science, or a related discipline.- Professional qualifications in Accounting, Finance, Project Management, Business Analysis, or Change Management are advantageous.6. Core Competencies- Change & Project Coordination- Impact Assessment & Analysis- Stakeholder & Relationship Management- Risk, Issue & Dependency Management- Communication, Facilitation & Influencing- Finance Systems & Process Knowledge- Planning, Execution & Delivery Management- Analytical Thinking & Problem Solving
Support the Distribution team with the preparation of monthly schedules and aging reports.
Work closely with Distribution Support Services (DSS) and Distribution Performance Management (DPM) to ensure accurate booking aligned with production periods and insurance funds.
Provide support for commission and distribution-related balance sheet substantiation and reconciliations.
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Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
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