HSBC Group

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

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 the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

People responsibility: N

Report to: VP Business Management Support

Job Context:

-Based within BM team in HBTW, Private Banking

-Ensure GPB CDD standard being implemented/executed properly and efficiently.

-Oversee and the execution of business initiatives and activities in support of business area aims.

-Facilitate and support senior management decision making by use of management information, performance information, analytics, forums, stakeholder feedback

-Participation in devising and monitoring of internal governance activities including risk and controls, regulatory controls, audit and regulatory compliance review remediation

-Investigate and remediate ad hoc issues which may be adversely affecting business unit performance

Major Challenges:

-To coordinate with the back office support teams to ensure client transactions are timely and accurately processed without complaints.

-To minimize operational risk, including procedure reviewing and improvement.

-To ensure audit findings are not repeated.

-To ensure Procedure Manuals are up-to-date and the FIM requirement, local regulations are strictly adhered to.

-To be competence for highly effective communication and presentation skills and an ability to tailor styles to front office, senior management and global peers

-To leverage client-facing, relationship management, sales, servicing or KYC/onboarding experience

-Strong risk and compliance mindset.

-Strong interpersonal and communication skills.

-Ability to prioritize and work independently under pressure within a team environment.

-Familiar with Excel and Word.

-Excellent analytical and problem solving skills.

-Extensive knowledge of Bank practices, regulatory environment, KYC and investment/derivatives.

-Organized, self-initiated and detail oriented.

-Highly proficient in both spoken and written English and Chinese.

-License requirement (prerequisite): 信託業管理人員 (Trust Level 3) and 金融市場常識與職業道德 (FSE).

We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. By enabling you to perform at your best, we deliver innovative solutions and ensure our costumers thrive. 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.