Analyst, Client Services Team

Why join us?

Some careers grow faster than others.

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Analyst, Client Services Team.

The Client Services team sits in the first line of defense and provides support and services to PB business and clients along the account life cycle from account opening to account closure. Our goal is to ensure the client information and respective data are maintained timely and correctly in systems.

The checker role in Client Services team will work with the team and proactively engage with CLM team and PB RM/CSE team to ensure the client accounts are opened, updated and/or closed as per instructions within SLA. 

The job holder should be precise, detailed oriented and be able to establish a strong working relationship with CLM team and the front office Relationship Manager team.

What you’ll do:

• Support and assist managers to ensure the day-to-day services/requests of client services team complete for GPB Asia Private Banking (HK and SG)
• Check and validate the data capture in system for all account service requests accurately and timely within SLA and comply with standards and policy
• Supporting the implementation of change programmes that impact the direct team or process
• Check and complete the annual processes (e.g. CRS/FATCA attestation, W-Form renewal, TIN collection, etc) completed on time with high quality standard
• Handle business partners’ inquiries promptly within reasonable time
•  Report exception and irregularities promptly for management awareness
• Provide guidance to junior staff and new joiner
• Share best practices to improve internal process within the team
• Maintain effective communication with Front-office and CLM team
• Participate in business initiatives/projects as team representative to provide input, conduct user acceptance test and provide sign-off for implementation

What you will need to succeed in the role:

•       Ideally some working knowledge of AML, regulatory compliance within the banking and financial services industry.
•         Minimum of a bachelor’s degree in business/ finance or relevant work experience
•        Proven customer service, account opening/closure and/or CRS and FATCA experience is preferential
•        Strong teamwork initiative and good communication skills
•        Ability to work with a wide range of stakeholders
•        Familiarity with Microsoft Word, Microsoft Excel, and Internet Explorer. Advanced Excel skills is an advantage
•        Strong written and communication skills in English
•        Self-motivated, strong teamwork initiative and able to work independently
•        Able to read and write Chinese (or communicate in Cantonese) is welcomed

What additional skills will be good to have?

•       Good to have a knowledge of all HSBC policies and procedures (CDD, AML and Sanctions)
•       Take personal accountability to keep their procedural knowledge up to date
•        Adhering strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; escalating control weaknesses.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

You’ll achieve more when you join HSBC.

HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.”

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