Wealth Management Specialist
2 days ago
Job Summary: We are seeking a highly skilled Wealth Controls Manager to join our team at HSBC. As a key member of our Portfolio Management team, you will be responsible for overseeing and ensuring the quality of our investment accounts and funds.
Key Responsibilities:
- Independently supervise and monitor the quality of Asset Management's investment accounts/funds to ensure performance and quality.
- Provide robust exceptions reporting data to the Discretionary Portfolio Implementation Team and proactively identify and resolve issues.
- Oversee and ensure that Operational risks are managed in accordance with the Group Standards Manual, Risk FIM, and relevant guidelines and standards.
- Continuously reassess risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology.
- Ensure all actions take account of the likelihood of operational risk occurring, addressing areas of concern in conjunction with Risk and relevant line colleagues.
- Ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.
- Daily assessment to prevent errors and where they do occur, rectify them rapidly.
Requirements:
- A strong awareness of Financial Markets and Asset types.
- Strong numerical reasoning skills.
- Ability to work with large data sets and accurately analyse and manipulate data.
- A curiosity for bringing AI into working practices.
- Good Microsoft Office skills, including advanced Excel skills and the ability to utilise VBA/SQL.
- The ability to work accurately under pressure whilst maintaining close attention to detail.
- A self-starter with proven ability to work collaboratively within a team and who can influence and motivate people around them and the wider business.
- Deliver ongoing improvement with process-driven solutions.
- Good planning, problem-solving, and organisational skills.
- Ability to foster strong relationships across teams and functions.
Location: This role is based in Whiteley, Hampshire.
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