Client Service Manager- Asset Management

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking a high calibre professional to join our team as a Client Service Manager - Asset Management.

In this role you will:

• Serve as the primary servicing contact for assigned institutional clients, managing queries and requests end-to-end, providing proactive updates and escalating risks/issues appropriately.
• Own end-to-end client onboarding and ongoing client file maintenance, coordinating documentation, operational set-up, readiness checks, periodic reviews/remediation and due diligence in partnership with KYC/AML, Compliance, Operations and Legal.
• Coordinate compliance clearance for client-facing materials (presentations, factsheets, invitations and marketing collateral), ensuring appropriate record-keeping and adherence to policies/regulatory requirements.
• Coordinate recurring and ad-hoc client reporting and agreed deliverables (e.g., performance, holdings, risk, fees), ensuring accuracy, timeliness and clear expectation-setting for bespoke requests.
• Support Sales with client meeting preparation and follow-ups, coordinating internal actions and feasibility/implementation planning to deliver client outcomes and support new opportunities.
• Manage RFP/RFI/DDQ responses end-to-end and keep standard content current; support client events/webinars and drive process improvement (templates, trackers, automation) while maintaining accurate CRM (Microsoft Dynamics) updates and cross-functional stakeholder coordination.
• Prepare for and host/attend quarterly business reviews (QBRs), including agenda setting, materials, minutes, actions and follow-through to closure.

To be successful you will need:

• Minimum 5 years’ experience in client servicing within Asset Management, ideally supporting institutional clients and/or institutional distribution.
• Proven experience coordinating RFP/RFI/DDQ responses and producing client reporting packs.
• Strong stakeholder management, attention to detail, and ability to manage multiple deadlines.
• Comfortable working with compliance/governance processes for client-facing materials.

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