HSBC_ Transition Manager

As one of the world’s largest banking and financial services organisations, HSBC has been connecting customers to opportunities since 1865. With operations in 63 countries and territories, HSBC’s unparalleled international network links developed and emerging markets, and spans the world’s largest and fastest-growing trade corridors. The bank serves more than 40 million customers through its commercial, retail, investment and private banking businesses, which are supported by operational and functional teams around the world. We are seeking 3 high caliber Transition Managers for our HSBC team. The Client Onboarding and Client Change function is a cross product function within Market & Securities Services (MSS). The team focuses on client changes and client transitions. The function ensures collaboration across the different teams that need to be part of the process to onboard clients and deliver Client Change into Securities Services. The Transitions Manager for Client Onboarding and Client Change is responsible for the new business onboarding process for clients based in China of the Asia Pacific region for HSBC Securities Services. The key objective is to lead new fund / client take on within a prescribed risk profile, product scope, timeline hand resources. The process involves close coordination, on a project basis, end-to-end from business approval, agreeing key operational requirements, getting requisite setups completed, navigating legal documentation, arranging asset transitions etc. all the way to go-live. The role involves high level of client communication and client interaction. The incumbent will work very closely with Sales Team, Client Management and key personnel at client’s end. It is important for the incumbent to ensure that clients and internal stakeholders are kept updated periodically and any issues escalated quickly. Success is reflected in client satisfaction scores achieved via a smooth onboarding experience that leads to the commencement of a long-term business relationship. Key Responsibilities Lead the onboarding process for new case launches with tight governance Closely coordinate with Sales, and Client Management to take clients through business acceptance to go-live Engage with Service Delivery and Product teams to ensure client requirement are serviceable or on a development path Maintain a library of current documentation and processes for new case onboarding Develop and maintain good relationships with key client personnel Major Challenges This is a client facing role, which would require interaction, communication and negotiation skills. The jobholder will have to manage client satisfaction and have time and resource prioritization skills. The jobholder will need to become familiar with SSv products and systems, applicable policies and regulations, client and counterparty management protocols Teamwork Liaise with Operations, Product and IT teams as appropriate to ensure any deliverables dependent on these functions are on track to complete in line with agreed timeframes Support, coordinate to ensure change requirements are appropriately gathered, documented, signed off and prioritised Encourage a positive working environment across disciplines and teams, resulting in stronger alignment Identifies opportunities for improvements and suggestions for change Operational Effectiveness & Control Develop best practices and tools for change project execution and management Management of Risk (Operational Risk / FIM requirements) Is aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations for clients globally. Observation of Internal Controls (Compliance Policy / FIM requirements) Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy. Knowledge & Experience / Qualifications (For the role – not the role holder. Minimum requirements of the role.) Relevant experience in Global Banking and Markets businesses (CIB now) Familiarity and experience in asset custody, market regulations, fund structures and associated industry practices will be an advantage Strong interpersonal skills Proven ability of managing clients Ability to understand detailed operational and regulatory requirements Excellent written English and Chinese, excellent oral skills in English and Mandarin Ability to effectively prioritise and manage multiple priorities in a deadline driven environment Willing to drive change and improve client experience If interested in the role, please click on APPLY. Relevant information for applicants Relevant experience in Global Banking and Markets businesses No. of Positions: 3 Excellent written & verbal English and Chinese #J-18808-Ljbffr