汇丰
Settlement Clerk
Settlement Clerk
发布于 2 个月前普通员工/个人贡献者
Taipei, Taipei City, Taiwan
中级经验
全职员工
混合式弹性办公
本科
运营管理
Hsbcnet
Trade Settlement
Securities Services
Clearing
Ghss
Taifex
Tdcc
AI 估算 · 8k–12k
Typical salary for settlement clerk in Taipei at a global bank, with moderate experience and English skills.
职位详情
关于这个职位
This role involves settlement and clearing operations for various financial products, including trade matching, system input, reporting, and tax preparation. You will work closely with brokers and internal teams to ensure accurate and timely settlement. The position offers a hybrid work style and is part of a global banking team.
最低要求
Bachelor’s degree majored in Business related
Excellent English spoken and written communication skills
Strong and solid experience in Securities/Banking related area
Independent, proactive and positive working attitude
Good interpersonal skills with mature, pleasant personality
Detail oriented and capable to work under pressure
With a high-level customer service
GPAD covered worker
License/Qualification Requirements:
信託業業務人員 (Trust Level 4)
金融市場常識與職業道德
工作职责
各種金融產品清算&交割相關作業
與券商聯絡並協助解決交割相關問題
每日資料作業維護
處理臺灣集中保管結算所系統交割相關作業
製作客戶及主管機關報告
Trade settlement
Check customer’s account sufficiency on securities and cash positions; ensuring it is accurately and timely communicated with customer/customer’s counterparty
Matching broker’s confirmation and clients’ instructions
Prepare relevant application forms and affix FINI chops
Instruct FS HK for local customers' overseas investment
Liaise with internal and external customers for updated trade status and trouble trade shooting
Reporting/Billing
Prepare customized and on-request reports
Prepare controlling reports for products with investment ceiling
Prepare reports to regulators
Prepare billing for foreign customers’ SBL trading and local customers’ investment
Prepare brokers’ commission report and follow up with brokers for timely payment
Prepare ad-hoc charges
System maintenance
Input customers’ instructions in GHSS and HSBCnet
Upload/input alleged trades in GHSS
Perform trade settlement in GHSS
Maintain customers’ payment records in GHSS and HFE2
Operate TDCC system for share transfer, share positions checking, transaction records download and report printing
Access TAIFEX website for consolidation FINIs’ futures activity
Assist in system testing
Tax
Prepare foreign customers’ trade confirmations to tax guarantor
Prepare tax voucher and effect tax payment to tax bureau
Prepare tax voucher re-issuance to SBL client’s counterparty
Administrative work
Print and distribute incoming SWIFT messages
Work with IT and vendor for printer problem
Read confirmation/letters from customers’ counterparties
Record retention, disposal and stockroom management
AI 洞察
优缺点分析
优点
- Work at a top global bank with strong brand and stability.
- Hybrid work style offers flexibility.
- Gain deep expertise in securities settlement and custody operations.
- Opportunity to work with international clients and systems.
- High attention to detail required, with potential for repetitive tasks.
- Must handle pressure during peak settlement periods.
- Requires knowledge of local regulations and tax procedures.
- Detail-oriented individuals with a background in banking or finance who enjoy operational and process-driven work.
缺点 / 挑战
暂无明显挑战项
角色解读
- Advance to Senior Settlement Clerk or Settlement Supervisor with experience.
- Move to other operations roles like Trade Support or Middle Office.
- Opportunity to transfer to other HSBC departments or international offices.
- Process settlement and clearing for various financial products, ensuring accuracy and timeliness.
- Communicate with brokers and internal/external clients to resolve settlement issues.
- Prepare reports for regulators, clients, and management, and handle billing tasks.
- Maintain and input data into systems like GHSS, HSBCnet, and TDCC, and assist with system testing.
- Strong knowledge of securities settlement and custody operations.
- Excellent English communication skills (both written and spoken).
- Attention to detail and ability to work under pressure.
- Proficiency in using financial systems (GHSS, TDCC) and MS Office.
申请策略
- Research HSBC’s Securities Services business and be prepared to discuss how your experience aligns.
- Highlight your ability to work independently and proactively.
- Emphasize any experience in trade settlement, custody, or securities operations.
- Highlight English communication skills and any relevant certifications (Trust Level 4, etc.).
- Showcase ability to handle multiple tasks and work with systems like GHSS or TDCC.
- Include examples of problem-solving and client interaction.
- Familiarize yourself with TDCC and TAIFEX systems if not already known.
- Improve English proficiency, especially financial terminology.
面试指南
- Use STAR (Situation, Task, Action, Result) for behavioral questions.
- For technical questions, explain the process step-by-step, emphasizing checks and controls.
- Show proactive communication and problem-solving in your answers.
- Walk me through a typical trade settlement process.
- How do you handle discrepancies in trade confirmations?
- Describe a time you worked under pressure to meet a deadline.
- What experience do you have with GHSS or similar settlement systems?
- How would you explain a complex settlement issue to a client?
职位点评
66
综合评分
Stable global bank, hybrid work, moderate growth, limited innovation.
更适合这类人
Candidates seeking a stable, flexible role in banking operations with good work-life balance.
表现最好
工作生活
相对薄弱
使命价值
薪资福利75
成长发展60
工作生活80
使命价值50
薪资福利
75中等
HSBC offers competitive compensation and benefits typical of global banks, though salary is not disclosed. The location in Taipei and hybrid work style add stability.
薪资信号未披露（AI估算：8K-12K/月）
成长发展
60中等
The role provides solid operational experience in securities services but limited mention of training or career growth. Technology used is mainstream but not cutting-edge.
技术前沿主流现代技术
技术栈GHSS、HSBCnet、TDCC、TAIFEX
业务类型ambiguous
工作生活
80较高
Hybrid work style offers flexibility, and the role is based in Taipei city center. No clear WLB signals, but global banks generally support work-life balance.
工作模式混合式弹性办公
办公地点市区核心地段
加班情况未提及（无法判断）
使命价值
50较低
The role supports global financial markets but has limited direct social impact. Industry is stable with moderate growth.
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
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