汇丰
Fund Service Fund Administration Manager
Fund Service Fund Administration Manager
发布于 12 天前基层主管/组长
Taipei, Taipei City, Taiwan
中级经验
全职员工
仅现场办公
本科
运营管理
Compliance
Leadership
Regulatory
Fund Administration
Portfolio Accounting
AI 估算 · 20k–35k
Based on the manager-level role in a global bank's securities services division in Taipei, with required specialized knowledge o
职位详情
关于这个职位
This role manages the Fund Administration team in Taipei, overseeing fund accounting, valuation, and compliance monitoring for institutional clients. You will lead process improvements, handle client inquiries on regulations, and ensure efficient operations within a global financial institution.
最低要求
Bachelor/Master degree, major in business and related areas
Experience in Fund Administration or in related Financial Services Operation
Strong understanding of derivatives and portfolio accounting
Strong interpersonal skills, attention to accuracy and a positive attitude
Extensive knowledge and experience with Fund Administration operations and systems
Knowledge of securities and financial instruments regulations, products and markets
GPAD covered worker
Required licenses (to be obtained within 6 months): Trust Level4, Trust Level3, Investment Trust Consulting license, Financial Market Ethics, Trust Professional Exam
工作职责
Ensure systems and services are the most efficient and effective available in order to provide services to clients.
To keep up with continuous introduction of new securities products, financial instruments changing regulation and rules in the market and to ensure that operations and control procedures are in place to handle Fund Administration operations and reporting for the products.
To fully understand the market practices, clients’ requirement, and our capabilities in order to help complete clients’ Request for Proposals and Services Level Agreements which also require constant monitoring afterwards to ensure the compliance with client requirements.
To exercise a high degree of flexibility to cope with unpredictable regulatory changes and client needs, to manage the uncertainty that arises from lack of/vague/ever-changing rules and regulations in addition to the lack of industry norms, and to display the right leadership style, strong interpersonal sensitivity, commercial sense, and business oriented mindset.
优先资格
Advanced Excel and Word skills is a plus
AI 洞察
优缺点分析
优点
- Work for a globally recognized bank with strong brand and stability.
- Gain deep expertise in fund administration, a specialized and in-demand skill set.
- Exposure to international clients and complex financial products.
- Requires obtaining multiple local licenses within 6 months, which can be demanding.
- Regulatory environment in Taiwan is constantly evolving, requiring adaptability.
- People responsibility without formal management title may create ambiguity.
- Experienced fund administration professionals who enjoy leading teams and navigating complex regulatory landscapes.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to Senior VP or Director roles within Securities Services.
- Expand expertise into global custody, trust services, or broader asset servicing functions.
- Opportunity to transition into client relationship management or product development.
- Oversee day-to-day fund accounting, valuation, and compliance monitoring for institutional clients.
- Lead and coach the Fund Administration team to ensure efficient operations and continuous improvement.
- Handle complex client inquiries regarding regulatory changes and market practices.
- Deep knowledge of fund administration operations, derivatives, and portfolio accounting.
- Strong understanding of securities regulations and financial instruments.
- Advanced proficiency in Excel and Word, plus leadership and interpersonal skills.
申请策略
- Tailor your cover letter to demonstrate understanding of HSBC's Securities Services and your ability to manage uncertainty in regulatory changes.
- Emphasize experience in fund accounting, valuation, and investment compliance monitoring.
- Highlight any leadership or team coaching experience, even informal.
- List licenses already held (e.g., Trust Level 3/4, Investment Trust Consulting) to show readiness.
- Study Taiwan's trust and securities regulations thoroughly.
- Enhance Excel skills, especially VBA or macros, for reporting automation.
面试指南
- Use the STAR method: Situation, Task, Action, Result for behavioral questions.
- For regulatory questions, demonstrate awareness of current rules and your systematic approach to staying updated.
- Describe your experience with fund administration and derivatives accounting.
- How do you handle regulatory changes and ensure team compliance?
- Can you give an example of improving a fund administration process?
- How would you coach a team member struggling with accuracy?
- What do you know about Taiwan's trust regulations and the required licenses?
- Review HSBC's Securities Services offerings and recent news about fund administration trends.
职位点评
58
综合评分
Stable global bank role with specialized fund administration exposure, but limited flexibility and moderate developmental support.
更适合这类人
Candidates motivated by stable compensation and career growth in a specialized financial field, who can handle office-based work and regulatory complexity.
表现最好
薪资福利
相对薄弱
工作生活
薪资福利70
成长发展65
工作生活40
使命价值55
薪资福利
70中等
Competitive compensation expected for a manager role at a global bank, but no explicit salary or benefits mentioned in JD.
薪资信号未披露（AI估算：20K-35K/月）
成长发展
65中等
Opportunity to lead a team and work on complex products, but JD does not mention specific training or career progression paths.
技术前沿传统/成熟技术
技术栈Fund Administration、Derivatives、Portfolio Accounting
业务类型ambiguous
工作生活
40较低
Office-based role with no mention of flexible working or remote options; likely standard office hours in Taipei.
工作模式仅现场办公
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
55较低
Role supports institutional investors and contributes to market stability, but overall impact is moderate.
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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