Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.


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 Assistant Manager CDD Outreach - CLIENT SERVICING- ONBOARDING.


Principal responsibilities

  • Manage End-to-End Onboarding process for various products within Wholesale Team
  • Review and prepare Onboarding requirements / documents to be sourced from Financial Institution Group  / Corporate clients
  • Reach out directly to Client with checklist to request outstanding info/documents as per Onboarding requirements.
  • Drive resolution of Onboarding cases, engaging with Clients, RMs, Sales Team, Legal, Risk and Compliance.
  • End-to-end ownership of a case and pro-active management of the Onboarding process right from the initial request to completion of the Onboarding.
  • Instruct and coordinate with back-end setup team i.e. OAM, CDS and SSI teams on Account setup and downstream linkage.
  • Conduct regulatory checking for the client and ensure mandatory regulatory requirements are fulfilled for the global markets trade.
  • Interfacing with various downstream and upstream functions and act as the bridge between Back office and front office where applicable especially on thinking out of the box and being flexible for the benefits of smoothening the Onboarding process.
  • Managing various stakeholders’ expectations and deliver the with the best solution against the SLA standards.
  • Keeping abreast of developments within the financial regulatory environment and proactively voice out opinion where help streamlining the Onboarding process hence benefit the bank and client experience Adhere to the Mandatory learning schedules and ensure timely completion. In addition to all of the above responsibilities, the role holder will have site responsibility for GSC for each region and will be supporting is the respective time zones.


  • Fluent in English, Mandarin and Cantonese are mandatory language requirement(Please indicate your language proficiency in CV)
  • Bachelor's degree and above, graduate in finance, accounting or related majors with minimum 3+ years of relevant Banking experience.
  • Good commercial and financial management ability with a proven track record and experience in a shared service model.
  • Good understanding of the full investment banking value chain and the context within which GBM and other functional departments operate.
  • Good overall knowledge of the client interface / onboarding on boarding and associated processes within an investment bank.
  • Good interpersonal skills with the ability to build and maintain global and regional relationships at all levels of the organization.


Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.


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


You’ll achieve more when you join HSBC.


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.