Manager - Transfer Agency Services

HSBC Holdings plc; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

HSBC Holdings plc is seeking a Manager - Transfer Agency Services in Singapore to oversee fund and agent data set ups, ensure accurate cost calculations, and drive client satisfaction through streamlined processes. The role emphasizes independent problem solving, risk awareness, and proactive project leadership.

The successful candidate will have a university degree and at least 5 years in transfer agency or fund services, with strong communication and team collaboration skills to support

Qualifications

• University degree in a relevant discipline.
• Minimum 5 years of experience in Transfer Agency or fund services.
• Ability to think and act independently under pressure to meet timelines.
• Operational knowledge of banking products, especially unit trusts.
• Strong interpersonal and communication skills; team player.

Responsibilities

• Review set up templates and ensure fund and agent set ups are raised accurately and timely according to the Fund Manager’s instruction.
• Analyze and review loads setup to ensure charges are correctly computed.
• Track and document instructions received and implement solutions to maintain client satisfaction.
• Update Fund Manager’s changes to setup instructions in a timely manner.
• Support day-to-day operations for transfer agency services including processing, reporting and query handling.
• Develop streamlining ideas for service delivery improvement, risk mitigation and product offerings.
• Maintain internal controls and address audit observations.
• Lead projects as assigned, including User Acceptance Testing.
• Adopt a service-oriented, client-focused, proactive approach.

Skills

Self-motivation

Independent work

Interpersonal skills

Communication skills

Team player

Pressure management

Client-focused

Education

University degree

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise, and local knowledge, our Global Network Banking teams connect clients to the products and services that meet their international financial needs.

We are currently seeking a high calibre professional to join our team as a Manager - Transfer Agency Services.

In this role you will:

• Review of set up templates and ensure that Fund Set-up, agent set-up and other static data set up are raised by the operations team accurately and completed timely and according to Fund Manager’s instruction.
• Analyze and perform periodic review of loads set up to ensure that sales charges, realization charge and trailer fee are correctly computed.
• Ensure appropriate mechanisms are in place to track and document the instruction received and implement effective solutions to maintain client satisfaction
• Ensuring proper procedure and timely update of the Fund Manager’s changes to the set up instruction.
• Facilitate the execution of day-to-day operations for the transfer agency services in processing, reporting and query handling activities.
• Develop streamlining focus for service delivery improvement, risk mitigation and/or enhanced product offering
• Maintain internal control standards, including timely implementation of internal and external audit observations
• Develop streamlining focus for service delivery improvement, risk mitigation and/or enhanced product offering
• Undertake and lead projects as assigned from time to time including User Acceptance Test.Service oriented and client focused, proactive and responsive approach

To be successful you will need:

• University degree with relevant disciplines preferred
• A minimum 5 years of experience with knowledge in Transfer Agency, fund services or related areas preferred
• Self-motivated with the ability to think, and act independently combined with an ability to work under pressure to meet tight timelines.
• Operational knowledge of banking products especially unit trusts
• Good interpersonal and communication skills
• Strong Team Player and have the ability to work with others

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

You’ll achieve more when you join HSBC.

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.

Issued by Hongkong & Shanghai Banking Co