Senior Associate, Client Management, CMG

GCB 5

We are currently seeking a high calibre professional to join our team as a Snr Associate, Clnt Mgt, CMG.

The Relationship Service Manager (RSM) will play a critical role in supporting Relationship Managers (RMs) and managing credit tasks within the Wholesale Banking division. The RSM will be responsible for ensuring efficient and effective client service, while maintaining a strong focus on risk management, simplification, and process efficiency. The ideal candidate will have a strong background in relationship management, credit analysis, and process improvement.

In this role you will:

• Serve as primary contact for onboarding and servicing activities for relationship managers and a secondary contact for clients.
• Support accounting and credit controls management through exception report handling and working with clients to address overdrafts, NSF wired and overlimit.
• Support Relationship managers with service and internal referrals eg: regional account opening and GPS sales. 
• Support RM with managing funding post account set up, HORIS mapping and other downstream account mapping requests.
• Work with the offshore onboarding team to orchestrate end to end account opening and channel set ups as per Wholesale Onboarding procedures.
• Support RM with CDD requirements like RM confirmations, Negative news mitigation, Financial Crime Compliance questionnaire etc and working with FCC /Sanctions to mitigate AML risks etc.
• Support with review of Actionable Intelligence triggers and other ongoing AML triggers.
• Working with clients and internal departments to orchestrate ongoing Existing To Bank (ETB) maintenance requests eg: company amendments, payment tracking, ongoing periodic reviews and suite of RSM process inventory.
• Supports Relationship Manager and client with new cash management requests / modifications to existing.
• Work with the broader global IVB service teams to support multi-site support where applicable.
• Provide effective and efficient operational support to the relationship management team in particular on complex relationships and complicated operation requests.
• Support RMs and Clients through implementation of Digital channels like Smart Serve onboarding and CDD journeys.
• Work with Team Lead to develop metrics and processes to monitor onboarding and service efficiency and contribute to overall Onboarding OKRs.

To be successful you will need:

• Experience in Onboarding and/or Relationship service management processes.
• Client servicing experience – experience in general support in servicing client relationships and enhancing income generation.
• Knowledge of HSBC systems and ability to independently navigate the organization to support client needs in an efficient manner.
• Willingness to be part of an agile work culture as we build out the first hybrid proposition for AMH and Innovation banking.
• Ability and willingness to identify streamlining opportunities and weakness in existing process and procedures and propose and or implement effective control mechanisms.
• Training and coaching skills to support knowledge transfer on operational, regulatory, compliance issues.
• Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved
• Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
• Excellent analytical, problem-solving, and decision-making skills.
• Proven ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong interpersonal and communication skills, with the ability to effectively collaborate with internal and external stakeholders.
• Six Sigma certification or experience in process improvement methodologies is a plus.
• Proficiency in Microsoft Office applications, particularly Excel, and experience with data mining tools.
• A proactive and results-oriented approach, with a strong focus on client service and risk management.
• Ability to work independently and as part of a team, demonstrating strong leadership and mentoring skills.

Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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