Role Title: Associate Client Manager

Business: Global Banking and Markets

New or Existing Role: Replacement

Grade: GCB5

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 Global Banking and Markets is an emerging markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our products and services include advisory, financing, prime services, research and analysis, securities services, trading and sales and transaction banking. 

We are currently seeking an ambitious individual to join our team as Associate Client Manager, working together with colleagues to define, manage and achieve divisional business targets. 

As an Associate Client Manager (CM), you will be the key point of contact for CMG’s RM’s and clients from an onboarding, account maintenance and Customer Due Diligence perspective. Accordingly CMs are responsible for the oversight and co-ordination of new business on-boards, existing client maintenance and some facilitation of client exits as well as supporting the RM’s with any onboarding related relationship tasks.

In this role, you will:

• Work closely with clients and all Global Banking functions to raise, lead and manage, coordinate and prioritise all onboarding requests on behalf of ICG.
• Manage, coordinate and prioritise of all NTB KYC requests.
• Be responsible for ensuring CDD is prioritized and completed in line with agreed timeframes 
• Manage the co-ordination of cross border requests from multiple jurisdictions, working closely with local CM including sharing information and providing guidance to other sites
• Work closely with functional Subject Matter Expert (SME) and give direction / support to relevant Case Managers 
• Be accountable for ensuring regular MI reporting is delivered to line management for key stakeholders
• Proactively interact with the credit team to ensure new lines and any amended lines are approved and updated in the Global Risk Portal
• Work closely with the legal documentation team to achieve target dates and on-boarding deadlines including understanding and being able to represent both client and HSBC commercial views internally and externally.
• Have strict adherence to compliance and operation risk controls in accordance to HSBC regulatory standards, policies and practises
• Have strong understanding of and adherence to all regulatory requirements (DFA / EMIR / FATCA / MiFID etc)
• Establish and support strong relationships with key individuals in the client’s management team.

Qualifications

To be successful in the role, you should meet the following requirements:

• Have project management capability is a key requirement
• Demonstrate commercial awareness and strong experience within a global markets / banking type environment 
• Have strong client service, client management or operational background with demonstrable experience in a client facing role
• Have the ability to construct clear and considered arguments.
• Have proven ability to prioritise competing demands 
• Have excellent problem solving, organisational and analytical skills
• Have outstanding written / verbal communication and presentation skills
• Be delivery-focused with ability to pay attention to detail and ensure tasks are completed on time and to the required levels of quality
• Strong interpersonal skills and able to build and maintain global relationships
• Able to demonstrate confidence, gravitas and influencing skills when interacting with multiple senior stakeholders 
• Strong organizational and time management skills
• High degree of Excel, Word, PowerPoint skills

You’ll achieve more when you join HSBC.  

https://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 Hong Kong and Shanghai Banking Corporation Limited.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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.