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

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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
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