Client Lifecycle Management Associate, Private Wealth Solutions Lead - Global Private Banking

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • HSBC
  • 19 Sep 18 2018-09-19

Client Lifecycle Management Associate, Private Wealth Solutions Lead - 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.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high caliber professional to join our team as Client Lifecycle Management Associate, Private Wealth Solutions Lead.

Principal responsibilities

  • ​To guide the RM, CSE, RO in identifying and documenting the information required to satisfy the Bank's KYC due diligence policies and processes.
  • Executes and reviews negative media alerts, and performs sanction and PEP screening
  • Check and identifies for discrepancies between the information held in the customer's documentation and profile on the system
  • Reviews and validated the quality of the due diligence and Know Your Customer information on the bank's customers, in line with bank policies at on boarding and periodic reviews
  • Work with the CDD Advisor when additional guidance on CDD policy is required
  • Driving sustainable growth. Identifies and acts on opportunities to improve efficiency in the workflow
  • Makes considered decisions with factual and coherent recommendations, benefits and implications.
  • Keeps colleagues and stakeholders informed, and takes accountability for following through on outstanding issues raised within the CLM team to ensure prompt and efficient delivery of service

  • Strong working knowledge of AML, regulatory compliance and controls within the banking and financial services industry.
  • Understands the connection between the financial services industry, the regulatory environment and their business function, and assists in passing on their practical knowledge to their colleagues
  • Strong teamwork initiative.
  • Good research and communication skills.
  • Ability to work professionally with all levels of staff and management.
  • Strong familiarity with Microsoft Word, Microsoft Excel, and Internet Explorer.
  • Strong English fluency and written skills
  • Minimum of a bachelor degree or relevant work experience
  • Additional languages welcomed

You'll achieve more when you join HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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.