Financial Services Assistant

Financial Services Assistant

We are currently seeking an ambitious individual to join this team working together with colleagues to define, manage and achieve divisional business targets.

In this role, you will:

Impact on the Business

  • Maintain and improve the delivery of “superior” customer service by working as directed by management to ensure that all work is processed within PLA
  • To ensure that all work is processed with guidelines and appropriate timescales in order to minimize operational risk and/or customer complaint.
  • To be aware of the nature of our customers business and alert any unusual transactions, to Line Management

Customers / Stakeholders

  • Ensure that the customer is at the heart of everything we do both personally and as an organisation by ensuring work is completed in accordance with established procedures and standards.
  • Ensure a high degree of accuracy in order to minimise operational risk
  • Work productively and professionally. Demonstrate ways to improve customer service and increase productivity.

Leadership & Teamwork

  • To develop ones self by expanding job and industry knowledge by ensuring all SELF training and e learning (Coastline) is completed within timescales
  • Contribute to the creation of a supportive work environment driven by demonstrating HSBC values.
  • To identify best practice opportunities within the team and across TRF BS  locations

Operational Effectiveness & Control

  • To continually evaluate the operational risks inherent in the process you work and to raise any concerns with Line Management.
  • To be fully conversant with FIM, anti money laundering, internal procedures, polices and sanctions and regulatory requirements of our business partners. 
  • Ensure all mandatory training is undertaken in a timely manner



  • Good International Trade experience and background required, working knowledge of  ICC Publications such as UCP/ISBP/ ICC OPINIONS / URR/ URC  as applicable to their role
  • Awareness of the trade facilities and customer trade cycles
  • Good knowledge of the systems/ applications used in Trade processing.
  • Strong interpersonal skills
  • Excellent English (written and verbal) communication skills

06 Oct 2017



China, China

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Financial Services Assistant

HSBC (China)