VP Client Manager

Functional Description

HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise, and local knowledge, our Banking teams connect clients to the products and services that meet their international financial needs.

Trade has been the foundation of HSBC since 1865, it is evolving fast and so are we. With our network, expertise, and solutions we’re placed to help clients make sense of emerging trends, risks, and opportunities by being the global connectors, innovative problem solvers and strategic partners. We connect the world through trade. Our footprint gives clients access to roughly 90% of world trade flows providing a powerful mix of local, regional, and global knowledge to help them spot new growth opportunities. We are innovative problem solvers that provide a safer, smoother digital trade experience. We solve business challenges through growth, disruption, or uncertainty, and we bring clients insights and ideas to enable grow and protect their business. Our comprehensive suite of products and services can be combined into global solutions that help make it easier for businesses to manage trade risk, process trade transactions, and fund trade activities.

People Responsibility: No

Reports To

• Functional reporting to Head of Sales, GTS

• Entity reporting to Head of Sales, GTS

Role Purpose

The GTS Client Manager (CM) is a client-facing role and the central point of contact for all client transactional needs and service solutions for the assigned client portfolio. CM will also involve working closely with internal stakeholders including Sales Managers and Relationship Managers on daily basis, gaining familiarity with trade finance processes and the solutions offered.

Job Contents

• Managing, owning and handling the new trade account opening, HSBCnet– Internet Trade Services (ITS) module: post-sales support, and developing and presenting Trade Academy, customer focused training
• Delivers HSBC’s Global Trade Solutions (GTS) CM strategy and operating model, aligned with the global GTS CM target operating model
• Contribute to achieving the overall business objective of revenue growth through revenue retention, reduced sales time on service, proactive management of GTS service performance and increased clients’ usage of self-serve solutions
• Handle, own and resolve clients’ queries, issues and complaints relating to trade account opening, HSBCnet – ITS module and Trade Academy
• Coordinate with Transaction Services staff, Sales, and RMs and other internal / external staff for service performance and issues
• Provide transactional trade advisory to assigned clients, Sales and Relationship Managers (RMs), and provide input to account planning
• Provide supply chain and traditional trade related expert inputs to the clients and internal 

License/Qualification Requirement 

• A Bachelor degree preferable in business or related area
• Strong experience in customer service-oriented roles
• Good knowledge of traditional trade products, account opening, and banking facilities
• Strong interpersonal skills and leadership to create a collaborative work environment with a wide variety of business stakeholders
• Ability to work independently and make sound business decisions using good judgment and business sense
• Ability to plan and prioritize effectively with good analytical and problem-solving skills, including the identification of appropriate experts to execute deliverables and business opportunities
• Strong spoken and written Taiwanese with fluency in English is preferred 

License requirement: N/A