Kowloon City, Kowloon, Hong Kong
3 days ago
Manager Client Services (12-month Fixed Contract) - Global Private Banking

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.

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Manager Client Services (12-month Fixed Contract).

Principal Responsibilities

The Client Services team sits in the first line of defence and provides support and services to PB business and clients along the account life cycle from account opening to account closure. Our goal is to ensure the client information and respective data are maintained timely and correctly in systemsThe manager role in Client Services team will work with the team and proactively engage with CLM team and PB RM/CSE team to ensure the client accounts are opened, updated and/or closed as per instructions within SLA. The job holder should be precise, detailed oriented and be able to establish a strong working relationship with CLM team and the front office Relationship Manager teamManage, check and complete day-to-day services/requests to provide client services support to GPB Asia Private Banking (HK and SG)Ensure the team delivers in line with internal procedure/SLA and comply with standards and policy Supporting the implementation of change programmes that impact the direct team or processMaintaining Operating Procedures in accordance with the Business Service’s Operating Model and local requirementsManage the annual processes (e.g. CRS/FATCA attestation, W-Form renewal, TIN collection, etc) completed on time with high quality standardHandle business partners’ inquiries promptly within reasonable timeReport exception and irregularities promptly for management awarenessPrepare and provide training to staff in the teamProduce Management Information Reports and Key Performance Indicators as requiredMaintain effective communication with stakeholders and senior managementDriving sustainable growth. Identifies and acts on opportunities to improve efficiency in the workflow Participate in business initiatives/projects as team representative to provide user requirements, conduct user acceptance test and provide sign-off for implementation

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.

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Manager Client Services (12-month Fixed Contract).

Principal Responsibilities

The Client Services team sits in the first line of defence and provides support and services to PB business and clients along the account life cycle from account opening to account closure. Our goal is to ensure the client information and respective data are maintained timely and correctly in systemsThe manager role in Client Services team will work with the team and proactively engage with CLM team and PB RM/CSE team to ensure the client accounts are opened, updated and/or closed as per instructions within SLA. The job holder should be precise, detailed oriented and be able to establish a strong working relationship with CLM team and the front office Relationship Manager teamManage, check and complete day-to-day services/requests to provide client services support to GPB Asia Private Banking (HK and SG)Ensure the team delivers in line with internal procedure/SLA and comply with standards and policy Supporting the implementation of change programmes that impact the direct team or processMaintaining Operating Procedures in accordance with the Business Service’s Operating Model and local requirementsManage the annual processes (e.g. CRS/FATCA attestation, W-Form renewal, TIN collection, etc) completed on time with high quality standardHandle business partners’ inquiries promptly within reasonable timeReport exception and irregularities promptly for management awarenessPrepare and provide training to staff in the teamProduce Management Information Reports and Key Performance Indicators as requiredMaintain effective communication with stakeholders and senior managementDriving sustainable growth. Identifies and acts on opportunities to improve efficiency in the workflow Participate in business initiatives/projects as team representative to provide user requirements, conduct user acceptance test and provide sign-off for implementationBachelor’s degree in business/ finance or relevant work experienceSome working knowledge of AML, regulatory compliance within the banking and financial services industryProven customer service, account opening/closure and/or CRS and FATCA experience is preferentialGood communication and interpersonal skillsAbility to work with a wide range of stakeholders, including senior executivesFamiliarity with Microsoft Word, Microsoft Excel, and Internet Explorer. Advanced Excel skills is an advantageGood written and spoken English Chinese; Mandarin an advantageSelf-motivated, strong teamwork initiative and able to work independently

You’ll achieve more when you join HSBC.
http://www.hsbc.com/careers

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 the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Bachelor’s degree in business/ finance or relevant work experienceSome working knowledge of AML, regulatory compliance within the banking and financial services industryProven customer service, account opening/closure and/or CRS and FATCA experience is preferentialGood communication and interpersonal skillsAbility to work with a wide range of stakeholders, including senior executivesFamiliarity with Microsoft Word, Microsoft Excel, and Internet Explorer. Advanced Excel skills is an advantageGood written and spoken English Chinese; Mandarin an advantageSelf-motivated, strong teamwork initiative and able to work independently

You’ll achieve more when you join HSBC.
http://www.hsbc.com/careers

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 the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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