Jobs Search

Manager, Transfer Agency

Standard Chartered Bank • Full Time • Kowloon City, Hong Kong, HK • 1d ago

Job Description:

Job Summary

Review and sign-off of Transfer Agency report or any ad hoc reports/confirmation to clients in accordance with Service Level Memorandum or agreement.
Process transaction record in Transfer Agent application and approve the entries maintained in application.
Authorize to sign off/approve the client’s correspondences including approve email in outlook before delivery to external parties or payment arrangement or trade settlement arrangement.
Negotiation / discussion with clients on all Fund Administration related issues.
Authorize entries/set-up in relevant to Transfer agent application platforms and approve the entries or master or schedule set up. If the entry is done by AFAM, then the entry has to be authorized by another AFA/FA Manager. Sign-off the audit confirmation.
Authorize the support team to put through entries in Transfer Agency application platform.
Authorized to access the system in relation to transfer agency, and other relevant systems such as Hogan, S2B, ACR, SeCCuRe, GEMS, GNS, and etc., or be authorizer/ administrator/ owner of portfolio on the system as necessary.
Authorize to approve/setup client template in ACR or GEMS for report delivery
Participate in any of the ad hoc projects
Attend internal and external meetings for clients or projects
Provide investor services related queries and manage the issues to resolution.

Job Responsibilities

Partnering with Fiduciary and Fund Services product management to define functional and product strategy and selecting best paths for execution and support
To deliver best in class service in accordance with established procedures, regulations & laws to protect client interest and to exceed client expectations.
Participate in selected market advisory forums to position and promote the perspective and objectives of Standard Chartered Bank (SCB), seeking to enhance market process and practice;
Participate in Regulatory/ Market Infrastructure meetings to communicate SCB and clients’ perspectives on existing and proposed change;
Execute against agreed strategic developments and projects and documented plans to deliver against schedule;
Identifying areas in countries to automate or eliminate and driving continuous change in countries in line with business strategic goals
Driving consistency in countries across processes, governance, prioritisation and ensuring they comply policies
Responsible for new fund launching / fund transfer-in / fund transfer–out / fund termination, documentation review, requirements review and preparing services level memorandum in accordance with operational guideline of Securities Services/Fund Services.
Oversee new business execution ensuring robust practice applied by sales, implementation, and operations;
Attend Client visits (including due diligence) to ensure client proposition is understood and resulting actions are taken to improve service delivery;
Partner with Countries and Financial Markets (FM) Sales to ensure the key services are being performed to the standard required. Alignment to FM growth targets and creating an agenda which mirrors the aims of the Product & Solutions and Delivery team
Monitors client service standards by Operations staff to ensure high-quality operational and client support services are provided in all countries;
Acts as escalation point for country level operational issues – identifies remedial solutions and oversees timely, efficient implementation when required;
Works closely with Fiduciary & Fund Services country heads (F&FSH) to ensure operational platforms support client service level agreements and internal benchmark as well as identifying opportunities for automation;
Proactively works with Fiduciary & Fund Services country heads (F&FSH) to ensure development of pool of knowledgeable, mobile operations staff;
Champions the identification and implementation of operational best practice across markets within region and with other regions;
Drives continuous improvement culture to maximise cost and processing efficiency

Key Stakeholders
Internal
• All sections of Fiduciary and Fund Services Operations, and Financing & Securities Services;
• Sales and Relationship Managers of Financial Market
• Client Services Manager of TBCM/OCS/Implementation Manager
• Fund Accounting operations team / Transfer Agency Team / Fiduciary & Trustee team
• Operations Risk Group
• FM (FSS) Legal & Compliance Teams
• FMO (FSS) Technology & Operations Global Teams
• All relevant support parties (e.g. Chennai/Bangalore/KL/Tianjin Support Team, CDMG, PSS and etc.)
• Cash Management Services/CMS
External
• Client and its delegate
• Stock broker / Prime broker / Trade’s Counter parties
• Custodian bank
• all contractual parties as stated in the Fund’s constitutional documents

Skills and Experience

• Multifonds
• Business Facilitation
• Manage Change
• Business Governance & Support
• Strategy & Business Model
• Service Delivery & Operations

Qualifications

• University degree major in business, economics or accounting
• Proven Relevant Degree level education, and at least 10 years of previous experience within fund administration and/or Securities Services industry, including experience in the related fields of Controlling, Audit and Operations which require familiarity with regulations and banking policies with advisory capacity or function, particularly financial service/investment or asset management industry, and etc
• Strong understanding of the wider business, economic and market environment in which the firm operates
• Understanding of Fiduciary and Fund Services processes and key associated market risks
• Proven track record to quickly get up to speed on new areas, concepts and products
• Strong understanding of the firm’s business strategy and model appropriate to the role
• Track record in delivering large change programmes and continuous improvements with strong project hygiene and transparency
• Experience in developing, managing and refining strategy papers
• The ability to identify, assess, monitor, control and mitigate risks to the firm. Also, an awareness and understanding of the main risks facing the firm and the role the individual plays in managing them
• Financial Analysis and Control
• The ability to interpret the firm’s financial information, identify key issues based on this information and put in place appropriate controls and measures
• The ability to assess the effectiveness of the firm’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas
• Proven experience developing and managing a high performing team in similar functions and ability to apply to virtual team
• Ability to inspire, lead and engage with people at all levels to deliver and drive change
• Fluent in both written and spoken English and Chinese

What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

www.sc.com/careers

Similar Jobs

AML Compliance Manager, STR Investigation & Reporting

Shanghai Commercial Bank Ltd • Full Time • Kowloon City, Hong Kong, HK • 2d ago

Accounting / Audit Full Time

Investigate and assess alerts generated for transaction monitoring and screening Prepare and file Suspicious Transactions Report ("STR") Maintenance on transaction monitoring and screening systems and databases Responsib...

2d ago

Apply

Accounting officer

GOOD FOCUS HOLDINGS LIMITED • Full Time • Kowloon City, Hong Kong, HK • 1w ago

Accounting / Audit Finance Accounting Full Time

You will be responsible for: supporting the preparation of monthly financial reporting and schedules in a timely and insightful manner; supporting the Finance Department operation in accounts payable and providing genera...

1w ago

Apply

冷氣技術員 (九龍區)

The Jardine Engineering Corporation Ltd • Full Time • Kowloon City, Hong Kong, HK • 22h ago

Building / Construction Engineering

工作職責及要求負責MVAC系統的日常運作、保養及維修工作執行預防性維修及定期設備檢查協助診斷故障原因並進行維修及測試處理緊急維修及客戶服務需求填寫及保存維修紀錄，確保符合安全作業要求及公司程序具最少1年樓宇服務、電氣或...

22h ago

Apply

Senior Project Manager

Nexus Corporation • Full Time • Kowloon City, Hong Kong, HK • 5d ago

Information Technology Full Time

Overview Lead high-impact transformation initiatives from concept to delivery. You will drive execution across complex, cross-functional teams—ensuring projects are delivered on time, within scope, and aligned to busines...

5d ago

Apply

Senior Lecturer / Lecturer in Social Work (two posts)

COLLEGE OF PROFESSIONAL AND CONTINUING EDUCATION • Full Time • Kowloon City, Hong Kong, HK • HK$ 44,000 - HK$ 60,000 / month • 6d ago

Education Full Time

COLLEGE OF PROFESSIONAL AND CONTINUING EDUCATION College of Professional and Continuing Education (CPCE) was founded in 2002 as a self-financed college of The Hong Kong Polytechnic University (PolyU). CPCE oversees the o...

6d ago

Apply

公司司機

Lai Sun Development Company Limited • Full Time • Kowloon City, Hong Kong, HK • 6d ago

Logistics / Transportation Full Time

負責接載公司行政人員, 保持車輛日常清潔及跟進維修保養事宜持有效香港及中國駕駛執照，具三年或以上任職私人司機經驗每星期工作六天及每天工作10小時，能接受彈性工作時間及超時工作，於長沙灣取車職責: 負責接載公司行政人員及其家...

6d ago

Apply

高級技術員 / 電工 Senior Technician

GOOD FOCUS HOLDINGS LIMITED • Full Time • Kowloon City, Hong Kong, HK • 1w ago

Others (General Work, Labour etc.) Full Time

保證年終雙糧持有效A級電工牌照或以上輪班工作：每周工作6天，每日工作8小時主要職務包括：負責大廈的日常維修、運作及保養奉召執行緊急維修處理突發事件須持有效A級電工牌照或以上須穿著公司制服輪班工作：每周工作6天，每日工...

1w ago

Apply

Marketing Assistant

GOOD FOCUS HOLDINGS LIMITED • Full Time • Kowloon City, Hong Kong, HK • 1w ago

Public Relations / Marketing / Media Full Time

Job Responsibilities Assist in executing marketing activities and product launches in collaboration with both internal and external partners Support marketing planning and execution for regular and seasonal promotions, a...

1w ago

Apply

Full-time Administrative & Social Media Assistant 社交媒體營運助理

GOOD FOCUS HOLDINGS LIMITED • Full Time • Kowloon City, Hong Kong, HK • 1w ago

Public Relations / Marketing / Media Full Time

How you match Skills and credentials from the job description Microsoft PowerPoint Facebook Instagram Microsoft Word Event Management Marketing & Communications 工作內容: 推廣部日常營運及行政與文書工作, 包括安排活動...

1w ago

Apply

三級工場導師 (酒店房務) Workshop Instructor III (WI III)

Caritas - Hong Kong 香港明愛 • Full Time • Kowloon City, Hong Kong, HK • 1w ago

Hotel / Catering / Club Full Time Education Hospitality

康復服務殘疾人士綜合職業訓練中心（九龍城）三級工場導師 (酒店房務) Workshop Instructor III (WI III) 到職日期：2026年11月入職條件：中學畢業，良好粵語及懂讀寫中文；持認可酒店房務專業證書、文憑或以上程度，或具最少5年酒...

1w ago

Apply