Wealth Management Client Service Specialist

4 days ago

Hong Kong, Hong Kong SAR China HSBC Full time

Some careers have more impact than others. If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance. We are currently seeking a high calibre professional to join our team as a Manager, Client Services. Principal Responsibilities In this role you will Manage, check and complete day-to-day services/requests to provide client services support to GPB Asia Private Banking (HK and SG) and 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 and 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 and report exception and irregularities promptly for management awareness Prepare and provide training to staff in the team and 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 Qualifications - External To be successful you will need Bachelor's degree in business/finance or relevant work experience Some working knowledge of AML, regulatory compliance within the banking and financial services industry and proven customer service, account opening/closure and/or CRS and FATCA experience is preferential Good communication and interpersonal skills and 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 Opening up a world of opportunity 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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