Investment Assistant

3 months ago


Chester, United Kingdom HSBC Full time

-Job description

**Investment Assistant - Global Operations**:
**Some careers** **grow faster than others.**

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.

Our Digital Business Services teams are the foundation of HSBC, providing essential support across technology, operations and key central business services for our global businesses and functions. This includes running customer operations, delivering innovative digital solutions for customers and colleagues, managing bank-wide change, and central services such as procurement and real estate management. The teams play a vital role in driving great experiences for customers and colleagues, and enabling the bank’s strategy.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

We are currently seeking an experienced individual to join this team in the role of Investment Assistant.

In this role, you will:

- Recognise and maximise opportunities to cross-sell products/promote awareness of other product offerings, enhancing the reputation and brand of M&S Bank
- Administer and maintain customer accounts in accordance with customer instructions, procedural and regulatory requirements.
- Compliance with regulatory guidelines & time-scales
- Identifying and progressing areas for personal development
- Meeting agreed performance objectives, core standards and ways of working
- Maintaining continuous personal development record in conjunction with FCA guidelines through training.
Requirements

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

- A background working with M&S Bank products
- Experience of dealing with customers/third parties via the telephone.
- Strong working knowledge of Microsoft Suite
- Detailed knowledge of Savings and Investments Industry
- M&S Bank system knowledge e.g. Co-Stars, SOCS, Servebase
- High level of written and verbal communication skills

***

**You’ll achieve more when you join HSBC.**

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

We believe that being open to a range of perspectives and cultures is vital for our business. We work hard to ensure our diverse and inclusive workplace reflects the communities we serve. We want everyone to achieve their potential - regardless of their gender, ethnicity, disability, religion, sexual orientation or age. If you have a different way of seeing the world, we are interested in hearing from you.

Telephone: +44 20783285000



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