RM Onboarding & Client Services Specialist

HSBC Holdings plc; Hong Kong Island; Sur place; HKD 420 000 - 660 000; Plein temps

Résumé du poste

HSBC Holdings plc in Hong Kong is seeking an Assistant RM Support Manager to serve as the primary contact for relationship managers and a secondary contact for clients, ensuring smooth onboarding and high-quality servicing. The role involves coordinating with offshore teams, handling exception reports, and supporting regional account openings and GPS sales.

You will assist RM with funding post account setup, HORIS mapping, and downstream requests while maintaining strict internal controls and

Qualifications

• Experience in Onboarding and/or Relationship service management processes.
• Client servicing experience - experience in general support in servicing client relationships and enhancing income generation.
• Knowledge of HSBC systems and ability to independently navigate the organization to support client needs in an efficient manner.
• Willingness to be part of an agile work culture as we build out the client centric proposition for HK CIB.
• Ability and willingness to identify streamlining opportunities and weakness in existing process and procedures and propose and or implement effective control mechanisms.
• Training and coaching skills to support knowledge transfer on operational, regulatory, compliance issues.
• Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved
• Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
• Excellent analytical, problem-solving, and decision-making skills.
• Proven ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong interpersonal and communication skills, with the ability to effectively collaborate with internal and external stakeholders.
• Six Sigma certification or experience in process improvement methodologies is a plus.
• Proficiency in Microsoft Office applications, particularly Excel, and experience with data mining tools.
• A proactive and results-oriented approach, with a strong focus on client service and risk management.
• Ability to work independently and as part of a team, demonstrating strong orchestration and problem solving skills.

Responsabilités

• Serve as primary contact servicing activities for relationship managers and a secondary contact for clients.
• Support accounting controls management through exception report handling and working with clients to address any issues relating to account servicing.
• Support Relationship managers with service and internal referrals eg: regional account opening and GPS sales.
• Support RM with managing funding post account set up, HORIS mapping and other downstream account mapping requests.
• Work with the offshore onboarding team to orchestrate end to end account opening and channel set ups as per Wholesale Onboarding procedures.
• Supports Relationship Manager and client with new cash management requests / modifications to existing.
• Work with offshore RSM, Client authorities and confirmations, BCO servicing teams to provide effective and efficient operational support to the relationship management team in particular on complex relationships and complicated operation requests.
• Work with Team Lead to develop metrics and processes to monitor onboarding and service efficiency and contribute to overall Onboarding OKRs.

Connaissances

Onboarding knowledge

Client servicing

Analytical skills

Multitasking

Communication skills

Problem solving

Outils

Excel

Data mining tools

Description du poste

HSBC Holdings plc in Hong Kong is seeking an Assistant RM Support Manager to serve as the primary contact for relationship managers and a secondary contact for clients, ensuring smooth onboarding and high-quality servicing. The role involves coordinating with offshore teams, handling exception reports, and supporting regional account openings and GPS sales.

You will assist RM with funding post account setup, HORIS mapping, and downstream requests while maintaining strict internal controls and