HSBC Group

GCB 4

Some careers grow faster than others.

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. 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 Client Lifecycle Management Specialist. 

Principal Responsibilities

In this role you will

• Lead a team of case managers in completing quality checks on profile submissions from the Relationship Manager (RM) and Client Service Executives (CSE) to satisfy the Bank’s KYC due diligence policies and processes during client onboardings and ongoing reviews
• Guide the RM’s/CSE’s to ensure that account openings and ongoing reviews are completed in a timely fashion to ensure a positive client experience while keeping the bank safe
• Ensure both efficiency and quality are achieved by the case managers
• Assist with policy & procedural implementation where required
• Lead process improvements for CLM related projects or projects involving the CLM team
• Assist with other tasks as required

To be successful you will need

• Strong working knowledge of AML, regulatory compliance within the banking and financial services industry
• Strong leadership and teamwork initiative
• Good research and communication skills
• Ability to work professionally with all levels of staff and management
• Strong English fluency and written skills needed for report writing and comprehension of source of wealth narratives, other additional language comprehension would be an added advantage due to the global nature of clients

When applying, please submit a full resume. Your local internal application policy should be followed. For more information you can visit HRDirect and search for content "SGP: Internal Job Application Criteria”. 

Opening up a world of opportunity

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

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.