Job Description

Job description

Why join us?

Some careers grow faster than others.

If you\xe2\x80\x99re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Analyst, Client Services Team.

The Client Services team sits in the first line of defense 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.

The checker 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 team.

What you\xe2\x80\x99ll do:

\xc2\xb7 Support and assist managers to ensure the day-to-day services/requests of client services team complete for GPB Asia Private Banking (HK and SG)

\xc2\xb7 Check and validate the data capture in system for all account service requests accurately and timely within SLA and comply with standards and policy

\xc2\xb7 Supporting the implementation of change programmes that impact the direct team or process

\xc2\xb7 Check and complete the annual processes (e.g. CRS/FATCA attestation, W-Form renewal, TIN collection, etc) completed on time with high quality standard

\xc2\xb7 Handle business partners\xe2\x80\x99 inquiries promptly within reasonable time

\xc2\xb7 Report exception and irregularities promptly for management awareness

\xc2\xb7 Provide guidance to junior staff and new joiner

\xc2\xb7 Share best practices to improve internal process within the team

\xc2\xb7 Maintain effective communication with Front-office and CLM team

\xc2\xb7 Participate in business initiatives/projects as team representative to provide input, conduct user acceptance test and provide sign-off for implementation

Requirements

What you will need to succeed in the role:

\xc2\xb7 Ideally some working knowledge of AML, regulatory compliance within the banking and financial services industry.

\xc2\xb7 Minimum of a bachelor\xe2\x80\x99s degree in business/ finance or relevant work experience

\xc2\xb7 Proven customer service, account opening/closure and/or CRS and FATCA experience is preferential

\xc2\xb7 Strong teamwork initiative and good communication skills

\xc2\xb7 Ability to work with a wide range of stakeholders

\xc2\xb7 Familiarity with Microsoft Word, Microsoft Excel, and Internet Explorer. Advanced Excel skills is an advantage

\xc2\xb7 Strong written and communication skills in English

\xc2\xb7 Self-motivated, strong teamwork initiative and able to work independently

\xc2\xb7 Able to read and write Chinese is welcomed

What additional skills will be good to have?

\xc2\xb7 Good to have a knowledge of all HSBC policies and procedures (CDD, AML and Sanctions)

\xc2\xb7 Take personal accountability to keep their procedural knowledge up to date

\xc2\xb7 Adhering strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; escalating control weaknesses.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

You\xe2\x80\x99ll achieve more when you join HSBC.

HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.\xe2\x80\x9d

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.

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