Senior Transfer Agency Services Lead

HSB; Singapore; On-site; SGD 100,000 - 140,000; Full time

Job summary

HSBC is recruiting for a Manager - Transfer Agency Services in Singapore. The role focuses on leading transfer agency operations, fund setups, and client service delivery to ensure accurate processing and timely execution.

The candidate should have 5+ years in transfer agency or fund services, with strong interpersonal and communication skills, and the ability to work under pressure. This is a client-focused, project-driven position within HSBC’s global network banking team.

Qualifications

• University degree with relevant disciplines preferred.
• Minimum 5 years of experience in Transfer Agency or fund services.
• Self-motivated with the ability to work under pressure to meet tight timelines.
• Strong interpersonal and communication skills.

Responsibilities

• 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

Skills

Transfer Agency

Fund services

Client service

Team collaboration

Education

University degree

Job description

HSBC is recruiting for a Manager - Transfer Agency Services in Singapore. The role focuses on leading transfer agency operations, fund setups, and client service delivery to ensure accurate processing and timely execution.

The candidate should have 5+ years in transfer agency or fund services, with strong interpersonal and communication skills, and the ability to work under pressure. This is a client-focused, project-driven position within HSBC’s global network banking team.