Job description
Some careers grow faster than others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.
As part of the world’s leading international bank, HSBC Securities Services provides robust and reliable solutions that enhance performance and mitigate risk, today and in the future. Working with institutional investors, banks, broker-dealers, asset management companies, insurance companies, pension and sovereign wealth funds, HSBC Securities Services offers a range of fund administration, global custody and direct custody and clearing services.
We are currently seeking an experienced professional to join our Trustee team in the role of Client Management Manager
Principal Accountabilities
- To drive business initiatives and grow the Trustee business through client-centric relationship management as well as consultative-led approach.
- Serve as local point of contact for operational and service delivery matters including change requests, ensuring timely and effective communication.
- Develop and maintain strong relationships with executive-level client engagement to understand their needs and services, across multiple stakeholders
- Conduct regular check-ins, ensuring strategic alignment and client satisfaction across Trustee and overall Securities Services.
- To be responsible for marketing-related activities to further strengthen market positioning and HSBC brand equity
- Responsible for Client Service Reviews, Due diligence, client RFPs, RFIs, SLAs.
- Monitor client accounts and ensure that all transactions comply with agreements and pertinent regulations.
The above is complemented by the following responsibilities: -
- Act as the main point of contact and escalation for inquiries and concerns; coordinate with internal teams for effective service delivery.
- Prepare and deliver presentations and reports to clients as necessarily
- Collaborate with risk stewards and product partners to resolve complex client needs
- Stay abreast on relevant laws and regulations affecting trust management in Malaysia.
- Ensure adherence to compliance frameworks and risk management protocols
- Manage and coordinate client change requests, including onboarding new funds, system enhancements and reporting changes.
- Act as liaison between the client and internal departments (Ops, IT, Risk, Legal etc) to ensure timely execution.
- Track progress and provide regular updates to clients and internal leadership
- Work closely with Operations to investigate and resolve client issues quickly and thoroughly.
- Monitor service levels and proactively address potential service concerns/risks.
- Drive client satisfaction initiatives and lead service review discussions.
- Identify opportunities for service improvement or expansion of business.
- Create presence in the industry and to keep abreast of new developments (i.e. product, regulation, competitors and opportunities)
- Good interpersonal skills in handling both external (business relationships) and internal (problem solving) stakeholders.
- Good understanding of relationships and idiosyncrasies of clients, managers, peers and external parties
- Good networking skills with industry participants and regulators
- Well organised with an ability to prioritise effectively
Requirements
- At least 5 years of prior experience in account management, financial services or trustee/fund administration industry is preferred
- Recognised degree or professional qualification in business, accounting, legal or trust-related knowledge;
- Strong knowledge of trustee services, custody and fund administration operations is essential.
- Excellent interpersonal and communication abilities to build trust and rapport with clients
- Analytical thinking and problem-solving skills with attention to detail.
- Ability to manage multiple priorities under tight deadlines.
- Client-centric mindset with the ability to navigate complex client relationships
- Proficiency in Microsoft excel and PowerPoint and strong organizational skills
- Proactive, resourceful, and adaptable in a fast-paced environment.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed 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.
Issued by HSBC Bank Malaysia Berhad