Officer Transfer Agent

HSBC
Jakarta
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 2-5 yearsEducation: bachelorsSkills: ["Teamwork","Attention to detail"]

Ensure securities transfer and fund-related transaction instructions are inputted, reconciled, and settled accurately. Support and oversee the Register Transfer Agency (RTA) team to deliver consistent service standards and local compliance. Maintain customer profile and distribution agent data in S-invest, build strong client relationships, and proactively meet or exceed customer expectations to support investor services growth. Requirements include 2–5 years in capital markets/transfer agent work and strong attention to detail.

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FursaFursa
HSBC
HSBC
6 hours ago

Officer Transfer Agent

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Ensure securities transfer and fund-related transaction instructions are inputted, reconciled, and settled accurately. Support and oversee the Register Transfer Agency (RTA) team to deliver consistent service standards and local compliance. Maintain customer profile and distribution agent data in S-invest, build strong client relationships, and proactively meet or exceed customer expectations to support investor services growth. Requirements include 2–5 years in capital markets/transfer agent work and strong attention to detail.
Location: Jakarta
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Ensure transaction instructions are inputted, reconciled, and settled correctly.
  • •Assist in supervising the RTA team to ensure smooth operations and compliance with local requirements.
  • •Maintain customer profile data for new and existing customers, including distribution agent data upload via S-invest.
  • •Build and maintain strong relationships and service standards for clients.
  • •Communicate effectively within the team and proactively meet/exceed customer expectations to add value and support market share growth.

Pay and Benefits

Perks:Flexible Working

Key Requirements

  • •Education background in any major S1.
  • •2–5 years of experience in capital markets or as a transfer agent.
  • •Strong teamwork and ability to work under tight timelines.
  • •Good with numbers, meticulous, and detail-oriented.
  • •Proficiency with Microsoft Office.
Experience:2-5 yearsCapital markets
Education:Bachelor's
Skills:TeamworkAttention to detail
Tech Stack:Microsoft OfficeS-invest

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn