HSBC Group

Global Private Banking & Wealth

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our 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 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. 

In this role, you will:

·         Provide support in managing the end-to-end onboardings for GPB China clients, providing a best-in-class client onboarding experience.

·         Provide support in the procedure and system solutions of GPB China account opening and account service, to better align with China IWPB process and provide seamless client experience.

·         Provide solutions to RM’s/CSE’s to ensure that account openings and ongoing reviews are completed in a timely manner to ensure a positive client experience while protecting the bank

·         Assist with process improvements for CLM related projects or projects involving the CLM team, through collaboration with FC/BFCR teams

·         Assist with policy and procedural implementation and trainings where required

·         Assist with governance meeting and MI provision relevant to CDD and account opening process.

·         Assists with other tasks as required

To be successful in the role, you should meet the following requirements:

·       Strong working knowledge of AML, regulations and regulatory compliance within the banking and financial services industry

·       Solid problem-solving ability

·       Ability to manage a busy workload and prioritise where required

·       Strong teamwork initiative

·       Good research and communication skills

·       Ability to work professionally with all levels of staff and management

·       Proficient writing skills for governance papers and reports

·       Minimum of a B.A. degree or relevant 5 years of work experience

·       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