Analyst, Client Services Team

Why join us?

Some careers grow faster than others.

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Analyst, Client Services Team.

The Client Services team sits in the first line of defense and provides support and services to Private Banking (PB) business and clients along the account life cycle from account opening to account closure. Our goal is to ensure the client information and respective data are maintained timely and correctly in systems.

The checker role in Client Services team will work with the team and proactively engage with Client Lifecycle Management (CLM) team and PB Relationship Manager (RM) team to ensure the client accounts are opened, updated and/or closed as per instructions within Service Level Agreement (SLA).

The job holder should be precise, detail-oriented and be able to establish a strong working relationship with CLM team and the front office Relationship Manager team.

What you’ll do:

1. Support and assist managers to ensure the day-to-day services/requests of client services team complete for Global Private Banking (GPB) Asia Private Banking (Hong Kong and Singapore).
2. Check and validate the data capture in system for all account service requests accurately and timely within SLA and comply with standards and policy.
3. Support the implementation of change programmes that impact the direct team or process.
4. Check and complete the annual processes (e.g. CRS/FATCA attestation, W-Form renewal, TIN collection, etc.) completed on time with high quality standard.
5. Handle business partners’ inquiries promptly within reasonable time.
6. Report exception and irregularities promptly for management awareness.
7. Provide guidance to junior staff and new joiners.
8. Share best practices to improve internal process within the team.
9. Maintain effective communication with Front-office and CLM team.
10. Participate in business initiatives/projects as team representative to provide input, conduct user acceptance test and provide sign-off for implementation.