Senior Manager, Client Service - HSBC Global Asset Management

GCB 5

We are currently seeking a high calibre professional to join our team as a Senior Manager, Client Service.

In this role you will:

Key activities and Impact on Business / Functions

• Have the ability to provide client services associated with the relevant asset classes in the space of traditional and alternative investments
• Participate in calls and meetings with clients for on-going account servicing. Provide timely response for client inquiries
• Conduct regular investment pipeline meeting with client for various asset classes
• Manage to keep the relevant investment and support functions within AMHK / AM to have an up-to-date understanding of client’s requirements
• Manage with AMHK internal teams the production and delivery of client reporting as well as the presentation materials for client meetings
• Engage with internal teams and agree service levels with internal stakeholders in order to manage the delivery of client’s requirements with quality
• Timely maintain a log of issues / error affecting the covered client portfolios and conduct regular meeting with internal support functions in order to manage the quality of client services
• Regular review of client’s investment guidelines by co-ordinating with the investment and support teams
• Ensure adherence and compliance to all regulatory and internal requirements for the on-going services provided to clients / clients’ new requests

Customers / Stakeholders 

• Clients –  INHK and HSIC
• Stakeholders – colleagues including investment teams across all asset classes, reporting teams, operations, finance, investment guidelines, product, investment specialists, Institutional Segment heads, derivatives, legal, risk, finance...
• Bank partners - Global Banking relationship management colleagues (MSS, GBM, CIB…)
• Building strong, trusting and lasting working relationships with all HSBC internal stakeholders and clients

Required Skillset & Teamwork

• Technical skills: the role holder will display a strong understanding of investments, asset classes, products, client propositions and business development initiatives and always strive at delivering best in class customer service
• Strong organisational and project management skills: the role holder will need to be highly organized to prioritise tasks, manage a broad client portfolios, diverse asset classes with projects aiming at differing deliverables and deadlines
• Language skills and communications skills, with both spoken and written in English and Chinese (Cantonese preferred), the individual will communicate very effectively with clients whilst constantly keeping internal colleagues and team updated with the progress of the tasks / projects being handled and highlight exceptions identified
• Timely and effective escalation of issues to Senior Management
• Collegiate and Teamwork mentality and behavior at all times – The role holder must build productive working relationships with other internal colleagues, by requesting support as needed and returning favours as necessary, recognizing that a team is stronger than an individual when talking to clients who are increasingly sophisticated and growingly complex / layered by way of structure and maintaining professionalism in all dealings with clients and colleagues.

Operational Effectiveness & Control

• Excellent knowledge of client requirements
• Ensure quality of client services in terms of timeliness and adequacy
• Ensure the efficiency and effectiveness of the day-to-day work in order to achieve the maximum capacity
• Be open-minded to support and raise suggestions on new initiatives
• Constantly look for improvements and efficiency in existing operational processes. Regularly review the existing procedures and streamline procedures if required
• New procedure establishment for new client / internal requirement
• Demonstrate risk awareness and be able to identify exception
• Timely delivery of key milestones as agreed
• Oversee the day-to-day work with a team of 5 people (3 onshore team mates and 2 offshore team mates) and provide coaching when needed.

To be successful you will need:

Professional Profile:

• Relevant experience in client services, asset management and/or relevant professional qualifications
• Good knowledge and understanding of investments, asset classes, asset management industry and investment flows
• Specific knowledge of insurance investment an advantage
• Excellent written, verbal and presentational skills

Personal Profile:

• Excellent organization and communication skills required
• Highly organized and achievement oriented with a hands-on mentality
• Proficiency in English and Chinese (Cantonese) is an advantage
• Ability to work and communicate effectively across various groups, global regions and lines of business
• Ability to represent AM and communicate very effectively in all interactions with clients
• Strong team and interpersonal skills

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
www.hsbc.com/careers

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.

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