SMU RELATIONSHIP MANAGER
Kowloon City, Kowloon, HK
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.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC 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.
Principal responsibilities
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
- 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
Qualifications Requirements
- Minimum of Bachelor degree in business, finance, related field or equivalent experience
- Good understanding of the major products or services available in the private banking industry
- 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
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).
Opening up a world of opportunity
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.