Assistant Vice President, Team Lead, Client Management

Open positions:1

Global Career Band: 5PM

Why join us?

CIB COO delivers strategic execution for the Commercial Banking (CMB) and Global Banking (GB) businesses across the globe. Through transformative data and digital solutions, customer servicing throughout the customer lifecycle, and delivering safe growth supported by non-financial risk expertise, we collaborate across the global businesses and global functions to get it done.

The Opportunity:

The Junior Onboarding Team Lead is responsible for supporting the Onboarding Team Leader in managing the onboarding pipeline, ensuring efficient processes, and delivering excellent client service. This role requires a strong focus on simplification, process efficiency, and risk management. The Junior Onboarding Team Lead will also assist in breaking down complex concepts for the team and driving transformation initiatives.

What you'll do:

Key Roles and Responsibilities:

Client Relationship Management:

• Collaborate with cross-functional teams to ensure seamless onboarding experiences for clients.
• Support the Onboarding Team Leader in managing stakeholder relationships, ensuring excellent communication and collaboration
• Understand clients' business needs, objectives, and expectations to provide tailored solutions and services.
• Proactively identify and address potential issues, ensuring client satisfaction and retention.
• Manage stakeholder relationships, ensuring excellent communication and collaboration.

Onboarding and Account Management:

• Support the Onboarding Team head in managing the onboarding pipeline, ensuring timely and accurate completion of tasks.
• Monitor and track team performance, providing regular updates to the Onboarding Team Leader and identifying areas for improvement.
• Manage the end-to-end onboarding process for clients, ensuring a seamless and efficient experience.
• Coordinate with internal teams, including Compliance, Legal, and Operations, to gather necessary documentation and complete required due diligence.

Process Improvement and Risk Management:

• Assist in the development and implementation of process improvements to enhance efficiency and reduce operational risks.
• Help to break down complex concepts and processes for the team, ensuring clear understanding and alignment with transformation initiatives.
• Maintain a strong focus on risk management, ensuring all activities are conducted within the established risk framework.
• Contribute to the development and maintenance of onboarding documentation, policies, and procedures.

Team Collaboration and Support:

• Stay up-to-date with industry trends and best practices, applying this knowledge to drive continuous improvement within the team.
• Assist in the training and development of team members, ensuring they have the necessary skills and knowledge to excel in their roles.
• Support team with career development and ongoing performance improvement.

What you will need to succeed in the role:

Qualifications and Skills:

• Bachelor's degree in Business, Finance, or a related field.
• 5 years of experience in wholesale banking, with a focus on client onboarding or a related area.
• Strong understanding of wholesale banking products and services.
• Excellent communication and interpersonal skills, with the ability to break down complex concepts for diverse audiences.
• Proven experience in process improvement and risk management.
• Strong analytical and problem-solving skills, with a focus on data-driven decision-making.
• Ability to work effectively in a fast-paced, dynamic environment.
• Strong leadership and team management skills, with a focus on developing and motivating team members.
• Knowledge of Six Sigma, Lean, or other process improvement methodologies is a plus.
• Proficiency in Microsoft Office Suite, with advanced Excel skills.   

What additional skills will be good to have?

• Objective and pragmatic approach to problem-solving.
• Passion for continuous improvement and driving positive change.
• Strong attention to detail and commitment to delivering high-quality work.
• Ability to adapt to changing priorities and manage multiple tasks simultaneously.
• Team player with a positive attitude and strong work ethic.    

Please refer the Candidate User Guide in the below link to understand your own journey as a candidate.

https://hsbchrdirect.service-

You'll achieve more at 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.

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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(* The information contained in this job description is a true and accurate reflection of the job as specified.)