Job description
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as a New Business Take On Specialist.
Principal Responsibilities
In this role you will
- Deliver high level of services supporting new client onboarding process for trust, insurance, probate and other TFS Services going through the on boarding process
- Ensure compliance with Know Your Client and Customer Due Diligence policies for prospective clients
- Collect and review all required material required for completion
- Create Client and Entity records and populate data in the NAV system
- Coordinate with the Documentation Team for the preparation of trust deeds, company incorporation and activation documents, and any other documents required for structure activation
- Monitor and track the client onboarding process and proactively follow up outstanding items with WP and TRM to ensure the prescribed timeline is met
- Support ad hoc projects such as system upgrades and all related areas
Requirements
To be successful you will need
- Diploma or degree holder in Business, Corporate Governance, Accounting or Law. Member of The Hong Kong Chartered Governance Institute would be an advantage
- Experience in banking or trust industry, with some basic company secretarial knowledge preferred
- Familiarity with onboarding new clients and client due diligence procedures is desirable
- Good command of written and spoken English and Chinese
- Proficient in Microsoft Office (Word, Excel & Power Point) and Chinese Word Processing
- Independent, details orientated and able to work under pressure
Opening up a world of opportunity
http://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.