Wealth Controls Specialist

4 weeks ago


Fareham, Hampshire, United Kingdom HSBC Full time

Role Overview

The Wealth Controls Manager is a critical role within HSBC Asset Management, responsible for ensuring the quality and performance of investment accounts and funds. This position requires a strong understanding of financial markets and asset types, as well as excellent analytical and problem-solving skills.

Key Responsibilities

  • Oversee and ensure that Operational risks are managed in accordance with the Group Standards Manual, Risk FIM, & relevant guidelines & 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. Competent Excel skills, including advanced formulas together with the ability to utilise VBA/SQL.
  • The ability to work accurately under pressure whilst maintaining close attention to detail.
  • 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.

About HSBC

HSBC is a global banking and financial services organisation with a presence in over 80 countries. We are committed to creating diverse and inclusive workplaces and are proud to be part of the Disability Confident Scheme.



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