Financial Services Specialist

HSBC Holdings plc; Quezon City; Hybrid; PHP 300,000 - 420,000; Full time

Job summary

HSBC Holdings plc in Metro Manila invites applications for a Financial Services Specialist. We welcome experienced or entry-level professionals to join a team delivering high-quality processing services, resolving customer inquiries, and maintaining strong control standards in a hybrid work environment.

You will check transactions, learn procedures, perform quality checks, escalate issues, and collaborate with offshore colleagues to ensure accuracy, efficiency, and compliant service delivery

Qualifications

• Senior high school diploma or equivalent.
• Ability to learn quickly and adapt to procedures.
• Fluent in written/spoken English and Cantonese.
• Ability to interpret numerical data with high accuracy.
• Strong attention to detail and basic computer skills.
• Capacity to multitask and build rapport with colleagues.

Responsibilities

• Check/approve/reject transactions per approved limits and handle queries per procedures.
• Update procedures and product knowledge and apply them daily.
• Perform quality checks according to established standards and SLA.
• Identify and escalate fraud, errors, or irregular transactions with recommendations.
• Complete transactions within SLA to ensure customer satisfaction.
• Ensure transaction accuracy to prevent customer impact.
• Collaborate with offshore colleagues to align practices.
• Resolve junior staff queries and advise on case handling.
• Handle escalations to seniors/AMO with recommendations.
• Share knowledge with team members and support process improvements.
• Support AMO on resource planning and productivity initiatives.
• Contribute to productivity, quality, and risk-management initiatives.

Skills

Learn quickly

English Cantonese fluency

Attention to detail

Basic computer knowledge

Multitasking

Build rapport

Numerical data interpretation

Education

Senior high school or diploma

Job description

Quezon, National Capital Region (NCR), PH, 1101

Brand: HSBC

Area of Interest:

Role Workstyle: Hybrid Worker

Date: 2 Oct 2026

Some careers shine brighter than others.

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 simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced or unexperienced professional to join our team in the role of Financial Services Specialist.

Role Context

To continuously provide high-quality processing service to achieve maximum customer satisfaction within the specified SLA’s. Responsible for rapport building and resolving customer inquiries in a professional manner (where applicable). Other responsibilities dependent on process assigned to

In this role, you will:

• Check / approve / reject transactions according to the agreed approval / lending limit and / or handle customer request / queries according to procedures.
• Acquire the updated procedures, work processes and product knowledge and apply them to daily work independently.
• Complete quality check work in accordance with established procedures and standards within the required productivity and quality level.
• Identify and elevate common or non-common fraud / errors / irregular transactions, may together with recommendations for follow-up beyond his/her authority.
• Complete transactions in accordance with SLA’s to ensure maximum customer satisfaction.
• Ensure transaction accuracy to avoid any customer impact.
• Collaborate with off-shore colleagues to maintain alignment of operational practices and processes
• Resolve junior staff's queries / referred issues and provide advice on cases handling.
• Handle escalations from junior staff and report to seniors / AMO with recommendations.
• Share knowledge and experience with team members.
• Support AMO on resource arrangement and proactively raise suggestions to improve process productivity / quality / risk management.
• Contribute to the process productivity / quality / risk management improvement by actively participating in team's initiatives / changes / activities as well as raising staff suggestions.
• Maintain HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators, accompanied by the appropriate internal control standards relevant to the role.

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

• A senior high school certificate holder, diploma holder in any discipline.
• Work experience is not essential. Experience not a bar provided aspirations commensurate with the position.
• Ability to learn quickly
• Ability to speak and understand written English / Cantonese fluently.
• Ability to understand and interpret numeric data
• High attention to details
• Basic computer knowledge
• Ability to maintain focus while working with voluminous data
• Ability to multitask
• Ability to build rapport with people

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.