Kowloon City, Kowloon, Hong Kong
3 days ago
Client Services Team Lead (AVP) - Global Private Banking

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.

Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking Wealth, HSBC Life, Retail Banking Strategy and COO Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Client Services Team Lead (AVP).

Principal Responsibilities

Manage and supervise a team to provide client services support to GPB Asia Private Banking (HK and SG)Lead and complete user requests within Service Level Agreement and comply with standards and policyLead and manage the annual processes (e.g. CRS/FATCA renewal and TIN collection) completed on time with good quality Handle business partners’ inquiries promptly within reasonable time Report exception and irregularities promptly for management awarenessParticipate in business initiatives/projects as team representative to provide user requirements, conduct user acceptance test and provide sign-off for implementationPrepare and provide training to staff in the teamMaintain and update Desk Instruction Manual Produce Management Information Reports and Key Performance Indicators as requiredMaintain effective communication with stakeholders and senior 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.

Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking Wealth, HSBC Life, Retail Banking Strategy and COO Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Client Services Team Lead (AVP).

Principal Responsibilities

Manage and supervise a team to provide client services support to GPB Asia Private Banking (HK and SG)Lead and complete user requests within Service Level Agreement and comply with standards and policyLead and manage the annual processes (e.g. CRS/FATCA renewal and TIN collection) completed on time with good quality Handle business partners’ inquiries promptly within reasonable time Report exception and irregularities promptly for management awarenessParticipate in business initiatives/projects as team representative to provide user requirements, conduct user acceptance test and provide sign-off for implementationPrepare and provide training to staff in the teamMaintain and update Desk Instruction Manual Produce Management Information Reports and Key Performance Indicators as requiredMaintain effective communication with stakeholders and senior management Bachelor degree in business, finance, related field or equivalent experience Solid banking experience or equivalent for at least 8 yearsProven customer service, account opening/closure and/or CRS and FATCA experience is preferentialGood understanding of banking operations and client services in the banking industry Ability to work with a wide range of stakeholders, including senior executives Excellent written and communication skills in Cantonese and EnglishSelf-motivated and able to work independentlyTechnology Skills, knowledge of Microsoft Office Applications and advanced Excel skills is an advantage

You’ll achieve more when you join HSBC.

http://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.

Bachelor degree in business, finance, related field or equivalent experience Solid banking experience or equivalent for at least 8 yearsProven customer service, account opening/closure and/or CRS and FATCA experience is preferentialGood understanding of banking operations and client services in the banking industry Ability to work with a wide range of stakeholders, including senior executives Excellent written and communication skills in Cantonese and EnglishSelf-motivated and able to work independentlyTechnology Skills, knowledge of Microsoft Office Applications and advanced Excel skills is an advantage

You’ll achieve more when you join HSBC.

http://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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