Business Management Support

Job Summary:

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

HSBC Global 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 the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

• People responsibility: N
• Report to: SVP and Head of Business Managemen
• Job Context:
  • Based within BM team in HBTW, Private Banking
  • Support client onboarding journey, including but not limited to understanding client account opening purpose, initial source of wealth, source of funds, ongoing sources of wealth, client activities ..etc
  • Perform existing client periodic review, trigger event and to ensure no overdue.
  • Streamline CDD related journey and provide suggestion as appropriate.
  • Facilitate and support senior management decision making by use of management information,
  • Participation in devising and monitoring of internal governance activities including risk and controls, regulatory controls, audit and regulatory compliance review remediation
  • Investigate and remediate ad hoc issues which may be adversely affecting business unit performance
• Major Challenges:
  • To coordinate with the back office support teams to ensure client transactions are timely and accurately processed without complaints.
  • To minimize operational risk, including procedure reviewing and improvement.
  • To ensure audit findings are not repeated.
  • To ensure Procedure Manuals are up-to-date and the FIM requirement, local regulations are strictly adhered to.
  • To provide valuable MI reports for management decision making in planning, focusing and redirection.
  • To be competent for highly effective communication and presentation skills and an ability to tailor styles to front office, senior management and global peers.

Skills Requirements:

• Experience in Private Banking or Business Management/COO roles is preferred.
• Work collaboratively across the organisation. Foster strong relationships with all areas of the business. 
• Prioritise work efficiently and respect deadlines.
• Ability to handle multiple concurrent tasks and projects.
• Ability to work as part of a team and under pressure.
• Ability to work independently.
• Excellent Excel skills. 
• A good understanding of credit products.
• Fluent in English both written and spoken.

License/Qualification Requirement: 

Prerequisite: 信託業業務人員 (Trust Level 4) and 金融市場常識與職業道德 (FSE)