Wealth Operations & Compliance Specialist

HSBC Holdings plc; Doha; In loco; QAR 180.000 - 240.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible working

Remote work options

Descrizione del lavoro

HSBC Holdings plc in Qatar seeks a role supporting Wealth Relationship Managers and the Head of Wealth Distribution by improving the effectiveness, quality and timeliness of solutions delivered to target clients. The position requires strict adherence to local and global regulatory requirements and alignment with HSBC policies.

The role emphasizes client-focused service, accurate record-keeping, and effective collaboration with internal teams to sustain growth and client satisfaction within a

Competenze

• A full-time degree of at least three years is essential for Qatar visa and work permit.
• Strong knowledge of Wealth Management products, investment transactions, sales booking, redemptions, maturities and commission reconciliation.
• Experience using deal-processing, reporting and record-management systems, including ISS, with strong MS Office proficiency.
• Strong understanding of HSBC policies, AML/KYC controls, operational risk, audit, governance and information-security standards.
• Excellent customer service and communication skills, with the ability to manage complex enquiries, complaints and sensitive cases.
• Strong reconciliation, financial-control, record-management and reporting skills with high attention to detail.
• Proven ability to manage multiple priorities, meet deadlines, analyse problems and coordinate with stakeholders.
• Strong knowledge of Wealth Management processes and coordination with advisers, RM, operations and external providers.

Mansioni

• Manage investment deal inputs in ISS, complete bookings and ensure commissions are credited on time.
• Coordinate with Central Operations, Group offices, third-party providers and Wealth Management Processing for timely transactions.
• Provide high-quality customer service by handling enquiries, redemptions, maturities, deceased cases and complaints.
• Manage annual reviews, callbacks and investment milestones to support retention and reinvestment.
• Conduct sales-quality checks and ensure compliance with laws, HSBC policies and internal-control standards.
• Manage audit, governance and operational-risk requirements, including reporting risk events and remedial actions.
• Maintain accurate financial and operational records including reconciliations, vouchers and transfers.
• Prepare and maintain management information, including ISS reports and RM performance analysis.
• Maintain secure customer records and support AML requirements, identify referral opportunities and maintain stakeholder relationships.

Conoscenze

Wealth management knowledge

Investment transactions

Sales booking

AML/KYC awareness

Customer service

Communication skills

Formazione

3-year degree or higher

Strumenti

ISS

Microsoft Office

Descrizione del lavoro

HSBC Holdings plc in Qatar seeks a role supporting Wealth Relationship Managers and the Head of Wealth Distribution by improving the effectiveness, quality and timeliness of solutions delivered to target clients. The position requires strict adherence to local and global regulatory requirements and alignment with HSBC policies.

The role emphasizes client-focused service, accurate record-keeping, and effective collaboration with internal teams to sustain growth and client satisfaction within a