Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.

Principal Responsibilities

Purpose of the job

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 systems.

Responsibilities

• Manage, 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 process
• Maintaining Operating Procedures in accordance with the Business Service’s Operating Model and local requirements
• Manage the annual processes (e.g. CRS/FATCA attestation, W-Form renewal, TIN collection, etc) completed on time with high quality standard
• Handle business partners’ inquiries promptly within reasonable time
• Report exception and irregularities promptly for management awareness
• Prepare and provide training to staff in the team
• Produce Management Information Reports and Key Performance Indicators as required
• Maintain effective communication with stakeholders and senior management
• Driving 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

• Bachelor’s degree in business/ finance or relevant work experience
• Some working knowledge of AML, regulatory compliance within the banking and financial services industry
• Proven customer service, account opening/closure and/or CRS and FATCA experience is preferential
• Good communication and interpersonal skills
• Ability to work with a wide range of stakeholders, including senior executives
• Familiarity with Microsoft Word, Microsoft Excel, and Internet Explorer. Advanced Excel skills is an advantage
• Good written and spoken English & Chinese; Mandarin an advantage
• Self-motivated, strong teamwork initiative and able to work independently

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

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Issued by The Hongkong and Shanghai Banking Corporation Limited