HSBC Group

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Commercial Banking - Business Banking

Hang Seng’s Commercial Banking (CMB) business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.  

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services.  As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our team as Customer Onboarding Manager.

Principal responsibilities

• Drive the implementation of new standard, framework and platform of customer onboarding process for all Commercial Banking customers

• Identify CDD requirement gap by analyzing customer information to ensure collection of sufficient information and supporting documents required for the completion of the account opening

• Understand customer context, oversee goals, and provide product information to best serve

• Improve product penetration and customer retention and helping foster positive customer relationships

• Oversee the end-to-end CDD and onboarding process and ensure the execution excellence

• Reengineer the customer on-boarding process flow to continuously improve efficiency and effectiveness

• Make recommendations on all client on-boarding decisions according to the sufficiency in fulfilling CDD requirements and raise exception / variance approval requests with sufficient justifications

• Engage various internal parties to smoothen the implementation of various CDD policies and customer onboarding journey including core application, documentation, review and completion progress, feedbacks on customer queries / objections

• Provide coaching to new joiner and junior members to build a professional and capable work force

• University degree in Business Administration or related disciplines

• Proven work experience in providing high standard of customer service preferred

• Knowledge in commercial banking, and Anti Money Laundering (AML) / Know Your Customer (KYC) regulatory requirements on corporate customers

• Pass the Insurance Intermediaries Qualifying Examinations (Paper 1,2,3) & Hong Kong Securities Institute Licensing Examinations (Paper 1,7,8)

• Strong self-motivation, with good communication and interpersonal skills

• Strong project management, analytic and problem solving skills

• High level of attentiveness to details, with strong business sense and able to make sensible business judgments

• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

• Proficiency in both English and Chinese, fluency in Putonghua an advantage

When applying, please submit a full resume and attach your appraisal reports for the last two years. For internal applicants with less than twelve months in their current role, Manager’s endorsement is required. Please obtain and enclose the endorsement in the application. If you have been in your current role for more than 12 months but the behaviour gateway was “No” in the most recent performance assessment, you cannot apply any internal job openings.

You’ll achieve more at Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited