Wealth Restrictions Analyst

HSBC Group, Hill Park, Fareham

Wealth Restrictions Analyst

Salary not available. View on company website.

HSBC Group, Hill Park, Fareham

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 30 Aug | Get your application in now before you miss out!

Closing date: Closing date not specified

Job ref: 8ab99bcf28b641c6b4309d4f5b2eb1e4

Location ref: Hill Park, Fareham

Full Job Description

  • Code, test and maintain wealth investment restrictions for HSBC Wealth Models on Bloomberg AIM (or comparable OMS), ensuring accuracy, quality and consistency under the GTOM.
  • Perform pre-trade and end-of-day monitoring of restrictions, investigate exceptions and support timely resolution within agreed timescales.
  • Produce and enhance management information (MI) to support Risk, Compliance, Investments, Product and Operations, and drive better straight-through processing (STP).
  • Build and maintain a practical best-practice library for restrictions coding, testing and monitoring, supporting capability uplift across the function.
  • Partner with global and local stakeholders (Front Office, Operations, Product, Risk, Compliance and IT) to define expectations, quality measures and process improvements.
  • Support change-driven project work to implement and continuously improve wealth-focused restrictions governance, controls and operating processes.

    Significant hands-on experience in managing investment restrictions (guidelines interpretation, rule translation, coding/testing and monitoring) - essential
  • Solid risk management expertise - essential
  • Strong analytical capability with advanced MS Office skills (especially Excel; Access/PowerPoint/Visio beneficial) and confident handling/manipulation of data.
  • Experience with Bloomberg or similar Order Management Systems (OMS) - desirable
  • Fluency in French - desirable
  • Detail-oriented self-starter with strong ownership, able to manage multiple priorities under tight deadlines and lead small, focused projects.

    If you're looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.
  • We're one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions., Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

    As an HSBC employee in the UK, you'll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

Direct job link

https://www.jobs24.co.uk/job/wealth-restrictions-analyst-127303218