Job description

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

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 Relationship Manager, Exit Management.

Principal Responsibilities

In this role you will

  • Client Selection and Exit Management (CSEM) Exit execution management
  • Overall responsibility is to support the Business Heads in risk managing and ensuring the prompt closure of accounts which have been decisioned to exit under the Customer Selection and Exit Management (CSEM) process
  • Manage the disposals of customer portfolio and facilitate account closure
  • Ensure follow up on all risk and compliance issues in a timely manner, ensuring escalation to the appropriate persons or governance forum, where required
  • Responsible for managing the processes associated with client transactions including liquidating assets, securities transactions, general account maintenance, customer account static changes and account closings
  • Ensure the Customer Due Diligence profile follows risk -based approach to keep customer information up-to-date to the extent possible, that correctly reflect the business activities and Financial Crime Risk profile during and before the CSEM exited accounts can be closed
  • Drive, engage and implement project initiatives and/or operational streamlining; Maintain the highest standard of excellence in client service by attending to client enquiries and requests
  • Explain operational matters to clients. Develop client awareness, understanding and ability to comply with our operational requirements; Prompt and appropriate action taken to address client feedback or enquiries
Requirements

To be successful you will need

  • Minimum of Bachelor degree in business, finance, related field or equivalent experience 
  • Proven customer service, communications, sales, mathematical and analytical skills
  • Good understanding of the major products or services available in the private banking industry
  • Strong understanding of customer due diligence and risk identification; Strong relationship management, communication and negotiating skills in client servicing including the capacity to articulate the case for risk management in the language of business
  • Positive and proactive attitude, with flexibility to accommodate changing environment and willingness to take on new responsibilities
  • Excellent communication skills in English, Mandarin and Cantonese; A good team player with drive for success and achievement 
  • Licensed role type 1 and 4 required

Opening up a world of opportunity
http://www.hsbc.com/careers

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.

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