Role Title: Associate, Client Manager

Business: Global Banking and Markets

New or Existing Role: Replacement

Grade: GCB 5

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If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

Markets Operations is responsible for driving every part of the trade lifecycle post execution. Its global teams manage settlement activity, risk and control, while ensuring the delivery of regulatory compliance and seamless operational client service across 60 countries.

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

Role Purpose

CMG provides multi-jurisdictional client support to HSBC’s Global Banking coverage teams and facilitates client review, renewal, maintenance and exit activities across all HSBC products. Client Management Group is part of the Global Banking Coverage teams and undertakes the coordination and completion of key operational activities, whilst providing regulatory expertise and risk management assistance. CMG strategy aims to deliver high quality, standardised and consistent support globally for all GBM customers.

CMG also provides a Relationship Management (RM) function to a portfolio of Banks and Non-Bank Financial Institutions as Regional Relationship Banker. As an Associate Client Manager (CM), you will be the key point of contact for CMG’s RM’s and clients from an on boarding, account maintenance and Customer Due Diligence perspective. Accordingly, CM are responsible for the oversight and co-ordination of new business on-boards, KYC Renewals and remediation projects, existing client maintenance and facilitation of client exits as well as supporting the RM’s with any 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 on boarding requests on behalf of Global Banking coverage teams. Co-ordinate off-boarding / client exit process.
• Be in charge of management, coordination and prioritisation of all CDD requests on behalf of the RM. Adhere to all new business and CDD metric’s / Key Risk Indicators. Overall responsibility 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.
• 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.
• Adhere to compliance and operation risk controls in accordance to HSBC regulatory standards, policies and practises. Have a strong understanding of and adherence to all regulatory requirements (DFA / EMIR / FATCA / MiFID etc.)
• Prepare structured and focused credit application remarks and analysis on the defined portfolio covering renewals, and new money applications.
• Monitor Income generation and effectively manage the financial reporting and analysis for the client portfolio like Horis and Client Vision.

Qualifications

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

• Demonstrate commercial awareness and strong experience within a global markets / banking type environment.
• Strong client service, client management or operational background with demonstrable experience in a client facing role.
• Ability to construct clear and considered arguments.
• Proven ability to prioritise competing demands.
• Excellent problem solving, organisational, time management and analytical skills.
• Outstanding written / verbal communication and presentation skills with a high degree of Excel, Word, Power Point skills
• 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.

You’ll achieve more at HSBC.

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 Hongkong 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.