Job Description

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Business Description:

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is f+D9urther enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight.

Purpose of the Job:

The role is responsible for identifying, designing and implementing automation solutions that improve operational efficiency, service quality, control effectiveness and sales support across the business.

The job holder will work closely with Operations and Sales and other stakeholders to understand business requirements, analyse processes and data, and deliver fit-for-purpose automation using approved automation tools and platforms. The role will also be responsible for producing accurate and timely management information, dashboards and performance insights to support business decisions, operational governance and sales effectiveness.

The role holder will manage automation initiatives and reporting deliverables from assessment through implementation and ongoing optimisation. This includes process mapping, data analysis, opportunity assessment, requirements definition, solution design, testing, implementation, documentation, user adoption and benefits tracking.

The role requires a strong focus on responsible automation, data quality, information security, operational resilience and appropriate controls. Automation must enhance the colleague and customer experience without compromising regulatory obligations, data protection or the integrity of management information.

Key Responsibilities:

• Identify and prioritise suitable automation opportunities across Operations and Sales.
• Analyse existing processes to identify manual effort, duplication, control weaknesses, delays and opportunities for standardisation.
• Design and implement workflow automations using approved tools, platforms and development standards.
• Translate business requirements into clear automation specifications, process maps and user stories.
• Work with Technology and relevant control functions to ensure solutions are secure, supportable, scalable and compliant.
• Develop and maintain MIS, dashboards and performance reporting for Operations and Sales.
• Consolidate data from approved sources and perform analysis to identify trends, productivity opportunities, service issues and business risks.
• Establish appropriate data definitions, validation checks and reconciliation processes to support accurate reporting
• Provide regular reporting on automation pipeline, delivery status, benefits, productivity, service performance and key risks.
• Maintain appropriate process documentation, operating procedures, control evidence and support materials.
• Monitor automated workflows and reporting solutions, resolving incidents and coordinating enhancements where required.
• Promote effective adoption of automation and dashboards through communication, training and stakeholder engagement.

Key Skills:

• Knowledge of capital markets, financial products, asset management and mutual fund operations.
• Strong analytical and problem-solving capability.
• Ability to interpret data and turn analysis into practical recommendations.
• Proficiency in automation tools, Python, SQL, Power BI, Excel and dashboard or reporting development.
• Structured approach to process design and documentation.
• Attention to detail, particularly in relation to data accuracy and control requirements.
• Strong written and verbal communication skills.
• Self-starter with initiative, curiosity and a continuous-improvement mindset.

Formal Qualifications / Prior Work Experience:

• Graduate degree or equivalent professional experience in business, technology, operations, data analytics, finance or a related discipline.
• Relevant qualification or practical experience in process improvement, automation, business analysis, data analytics or project delivery.
• Working knowledge of Power BI, Alteryx, Python, Microsoft Excel and data visualisation or reporting tools.
• Familiarity with approved workflow automation, low-code/no-code or robotic process automation tools.

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

• Pro-tip : Familiarity with AI-enabled tools is an advantage.

Link to Careers Site: Click HERE

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by HSBC relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Global Asset Management India Private Limited