Partner with the FO and Advisory & Wellbeing teams to identify new and existing clients for onboarding to the TPA facility, across insured, self-funded and auxiliary healthcare programmes.
HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
Partner with the FO and Advisory & Wellbeing teams to identify new and existing clients for onboarding to the TPA facility, across insured, self-funded and auxiliary healthcare programmes.
Working with the Tax Product Management team, you will be responsible for delivery on key strategic and client focused global tax initiatives covering withholding tax, financial transaction tax, fund admin tax and other securities tax matters.
Team leader role to supervise, manage, nurture a team of client service executive in private banking to ensure quality and consistent client servicing quality, and maintain the highest standard of excellence in client service by attending to client enquiries and requests
Accurate and timely execution of agreed day to day processes supporting the transaction management, cash & security tracking, document management and ownership verification functions across a range of Private Capital Services structures, collation of investment/divestment papers, and presentation metrics and control data.
Accurate and timely execution of agreed day to day processes supporting the capital call / subscription, distribution/redemption, transfer, and conversion functions across a range of Private Capital Services structures.