Assistant Vice President, Client Profiling Analyst - HSBC Life

HSBC; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading global bank in Singapore is seeking an experienced Assistant Vice President, Client Profiling Analyst. In this role, you will manage onboarding and periodic reviews for high net worth clients. You will ensure regulatory compliance and maintain procedure manuals. The ideal candidate has strong analytical and communication skills to effectively manage client relationships and audit findings.

Qualifications

• Proven experience in client management and regulatory compliance.
• Strong analytical skills with the ability to handle complex structures.
• Excellent communication skills to articulate findings.

Responsibilities

• Manage onboarding and periodic reviews for high net worth clients.
• Monitor compliance adherence and timeline for reviews.
• Corroborate Source of Wealth and Source of Fund information.
• Conduct management reviews of complex structure clients.
• Maintain procedure manuals for customer due diligence.
• Participate in new process implementations.

Skills

Client management

Regulatory compliance

Analytical skills

Communication skills

Job description

Overview

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.

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Here you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank.

Insurance is about people, and the promises they make. At HSBC Life in Singapore we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region. Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our combined team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we will pursue efficient ways of working. We will harness the latest data and technology solutions to achieve meaningful outcomes for our clients. And the protection we offer will create broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as an Assistant Vice President, Client Profiling Analyst.

Principal Responsibilities

• Manage the onboarding, periodic and trigger event reviews for individuals, trust, private investment companies, and operating business customers (i.e. High net worth and complex structures)
• Manage periodic reviews and remediation exercises. Monitor progress and customer response and ensure adherence to timeline
• Corroborate on the Source of Wealth and Source of Fund for insurance applicants in accordance with the prevailing prescribed line of business procedures and guidelines
• Perform ‘subject matter expert’ (SME) management review of high net worth, complex structure clients and distribution experience
• Provide regular management information (MI) on reviews and best practices
• Maintain procedure manuals for ‘Customer Due Diligence’ & ‘Know Your Customer’ for onboarding, periodic and trigger event reviews
• Participate in new process implementations aligning to Line of Business Procedures of HSBC
• Manage and articulate audit findings from internal and external auditors and regulators