VP Client Service Management

Functional Description

Markets and Securities Services (MSS) is part of our HSBC Corporate and Institutional Banking division, a markets-led, financing-focused business that provides investment and financial solutions and securities services (i.e. custody and fund services). Our Securities Services is one of the largest of its kind in the world. It combines sophisticated 24-hour global coverage with a detailed knowledge of local markets. Our services are offered both online and offline in global securities markets, i.e. US, Europe, Mid East, Asia. On Securities Services, we specialise in domestic custody, global custody, fund administration and transfer agency.

This Custody Client Service is the key role of our custody services and specialises in securities trade settlement, corporate actions, trade process, etc. The Custody Client Service is responsible for handling clients’ inquiries on trade status, corporate event payment, account opening, tax qualification, payment status, and related activities on clients’ custody accounts opened with HSBC. This team takes good care of custody clients who use HSBC custody services.  

People Responsibility: N

Report To: [Functional Report] VP Direct Custody and Clearing Client Management      

Role Purpose 

The role is to ensure that an effective client management strategy is implemented and adhered to in Taiwan, with the end result being a fully reference-able client base. However, the role is not limited to the service delivery aspect of client management. This role is also aimed at accountability for revenue retention and growth from new business, incremental business and cross selling HSBC products for the assigned client base.

Job Content 

• Develop deep and mutually respectful relationships with senior representatives of the Service Delivery, Sales and Product communities.
• Share and leverage best practice and knowledge across regional Client Management teams.
• Maintain and enhance the reputation of HSBC securities services through a new effective client management model.
• Ensure that all services provided to clients are appropriately positioned and executed with issues timely and properly escalated for solutions.
• Ensure the timely completion of new business documentation and appropriate presentation of same at the various committees.
• Ensure each product area is made aware of any operational impact of new business pipeline.
• Ensure professional approach undertaken by team members for all client pitches and client meetings leaving positive impression on all internal and external parties.
• Undertake regular internal reporting for allocated clients, highlighting service trends and efficiency initiatives.
• Implement coherent service management framework for assigned client base and communicate same to all stakeholders.
• Coordinate and manage due diligence visits from clients and investor

Skills Requirements 

• Being a flexible, strong (proven) team-player is key to build up the future state client management function within the business (requirement to move between the different functions within Client Management may be required from time to time depending on business and resource demands within the team).
• Ability to work across the organisation collaboratively, whilst ensuring that the agreed client/HSBC agenda is effectively managed.
• Client facing, with ability to interface and interact with both strong communication and presentation skills, and with a good commercial understanding.
• Ability to demonstrate high levels of industry knowledge.
• Fully proficient in understanding the regulations that drive the securities services arena and in particular that govern client management.
• Sound understanding of controls, risk management (product and market) and mitigation techniques.
• Ability to use operation tools, like PowerPoint, excel, Microsoft Teams, etc.

License/Qualification Requirement

• Nil

※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.