Client Onboarding Checker

Open positions:1

Global Career Band: 5IC

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 Senior Client Manager is responsible for managing and nurturing relationships with priority clients in CIB division. This role involves understanding the clients' needs, providing tailored solutions, and ensuring a seamless onboarding experience. The Senior Client Manager will work closely with the Global Priority Client Manager and other internal stakeholders to drive process efficiency, risk management, and client satisfaction.

What you'll do:

Key Roles and Responsibilities:

Client Relationship Management:

• Develop and maintain strong relationships with priority clients, acting as their primary point of contact regionally.
• Understand clients' business needs, objectives, and expectations to provide tailored solutions and services.
• Proactively identify and address potential issues, ensuring client satisfaction and retention.
• Build and maintain relationships with Global Priority client managers and senior client contacts to enable efficient coordination of client requests.

Product Enablement and Account Management:

• Orchestrate the end-to-end product enablement process for priority 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.
• Monitor and track the progress of client management activities, providing regular updates to clients and internal stakeholders.
• Ability to coordinate cross-site onboarding requests through virtual teams (servicing / CLM and product teams)
• Ability to project manage RFPs (Request for proposals) and onboarding within tight deadlines.

Process Improvement and Risk Management:

• Collaborate with the Global priority Client managers, and Local team heads to identify opportunities for process improvement and simplification.
• Implement best practices and utilize Six Sigma / other process and project management methodologies to enhance efficiency and reduce operational risks.
• Ensure adherence to the organization's risk management framework and compliance with relevant regulations.

Team Collaboration and Support:

• Act as a subject matter expert, providing guidance and support to other team members on priority client management and onboarding processes.
• Participate in regular team meetings and contribute to the development of team goals and objectives.
• Assist in the training and development of new team members, as needed.

Reporting and Analytics:

• Utilize data mining techniques to analyze client data and identify trends, opportunities, and potential risks.
• Prepare and present regular reports on client portfolio performance, onboarding progress, and risk management activities.
• Support the Onboarding Team Leader in the development and implementation of strategic initiatives.

What you will need to succeed in the role:

• Bachelor's degree in Business, Finance, or a related field.
• Minimum of 5 years of experience in Corporate and Institutional Banking, with a focus on client relationship management and onboarding.
• Strong understanding of CIB products and services.
• Excellent interpersonal and communication skills, with the ability to build and maintain relationships with clients and internal stakeholders.
• Proven track record of managing complex onboarding processes and delivering exceptional client service.
• Lean Six Sigma, Design thinking, Agile project management skills will be an added advantage.
• Strong analytical and problem-solving skills, with experience in data mining and analysis.
• Ability to work independently and as part of a team, managing multiple priorities and deadlines.
• Proficient in Microsoft Office Suite, with advanced Excel skills.
• Knowledge of Cross-border KYC and regulatory documents will be an added advantage.

What additional skills will be good to have?

• Client-focused and results-driven.
• Adaptable and able to thrive in a fast-paced environment.
• Strong attention to detail and commitment to quality.
• A proactive and collaborative approach to problem-solving.
• A passion for continuous improvement and process efficiency.      

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.)