Wealth Restrictions Analyst

HSBC; Fareham; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Private healthcare

Pension scheme

Enhanced parental leave

Job summary

HSBC is seeking an experienced Wealth Restrictions Analyst to help govern and monitor investment restrictions across Centre of Excellence models. You will code, test and maintain restrictions within Bloomberg AIM or comparable OMS and partner with Front Office, Operations, Risk and IT to drive robust controls in a global asset management setting.

The role emphasizes pre-trade and end-of-day monitoring, MI production for multiple stakeholders, and delivering best-practice libraries to uplift

Qualifications

• Significant hands-on experience in managing investment restrictions and translating rules.
• Solid risk management expertise.
• Strong analytical capability with advanced MS Office skills and data manipulation.
• Experience with Bloomberg or similar OMS is desirable.
• Fluency in French is desirable.
• Detail-oriented, able to manage multiple priorities and lead small projects.

Responsibilities

• Code, test and maintain wealth investment restrictions for HSBC Wealth Models on Bloomberg AIM (or comparable OMS).
• Perform pre-trade and end-of-day monitoring of restrictions, investigate exceptions and support timely resolution within agreed timescales.
• Produce and enhance management information (MI) to support Risk, Compliance, Investments, Product and Operations, and drive better straight-through processing (STP).
• Build and maintain a practical best-practice library for restrictions coding, testing and monitoring, supporting capability uplift across the function.
• Partner with global and local stakeholders (Front Office, Operations, Product, Risk, Compliance and IT) to define expectations, quality measures and process improvements.
• Support change-driven project work to implement and continuously improve wealth-focused restrictions governance, controls and operating processes.

Skills

Investment restrictions management

Risk management

Advanced MS Office

Data manipulation

Tools

Bloomberg AIM

Order Management System (OMS)

Job description

Area of Interest: Asset and Wealth Management

Role Workstyle: Hybrid Worker

Date: 10 Aug 2026

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We are looking to hire an experienced professional in the role of Wealth Restrictions Analyst to help keep our discretionary investment proposition running safely, smoothly and at pace. HSBC Global Asset Management has implemented a Global Target Operating Model (GTOM) for Investment Restrictions, bringing global ownership, stronger governance and a central team of restrictions experts. You’ll play a key role in maintaining and monitoring investment restrictions for Centre of Excellence models distributed to International Wealth and Personal Banking (IWPB) Private Banking and Discretionary implementation teams—helping to protect customers, support front office execution, and strengthen controls across the business.

As an HSBC employee in the UK, you’ll 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.

In this role you’ll:

• Code, test and maintain wealth investment restrictions for HSBC Wealth Models on Bloomberg AIM (or comparable OMS), ensuring accuracy, quality and consistency under the GTOM.
• Perform pre-trade and end-of-day monitoring of restrictions, investigate exceptions and support timely resolution within agreed timescales.
• Produce and enhance management information (MI) to support Risk, Compliance, Investments, Product and Operations, and drive better straight-through processing (STP).
• Build and maintain a practical best-practice library for restrictions coding, testing and monitoring, supporting capability uplift across the function.
• Partner with global and local stakeholders (Front Office, Operations, Product, Risk, Compliance and IT) to define expectations, quality measures and process improvements.
• Support change-driven project work to implement and continuously improve wealth-focused restrictions governance, controls and operating processes.

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

• Significant hands-on experience in managing investment restrictions (guidelines interpretation, rule translation, coding/testing and monitoring) - essential
• Solid risk management expertise - essential
• Strong analytical capability with advanced MS Office skills (especially Excel; Access/PowerPoint/Visio beneficial) and confident handling/manipulation of data.
• Experience with Bloomberg or similar Order Management Systems (OMS) - desirable
• Fluency in French - desirable
• Detail-oriented self-starter with strong ownership, able to manage multiple priorities under tight deadlines and lead small, focused projects.

Opening up a world of opportunity.

#LI-HSBC

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail] .