CLM Case Manager

Some careers have more impact than others.

If youre looking for a career where you can make a real impression join HSBC and discover how valued youll be.

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 CLM Case Manager

Principal responsibilities

• This role requires an experienced Analyst is a strong self-starter with good time-management skills and enjoys the challenge of delivering change within tight deadlines.
• Structured and organized individual with an understanding of End-to-End Onboarding process
• Ability to thrive within a constantly evolving Department
• Will be expected to work with a wide group of stakeholders
• Develop and maintain excellent professional relationship with all stake holders
• Meet the needs and expectations of customers by ensuring that escalations and complaints are handled in a timely and appropriate manner
• Ensure zero operational / reputational loss

Requirements

• Bachelors degree and above graduate in finance accounting or related majors with minimum 3 years of relevant Banking experience.
• Strong command of spoken and written English and Chinese (Cantonese/Mandarin)
• Good commercial and financial management ability with a proven track record and experience in a shared service model.
• Good understanding of the full investment banking value chain and the context within which Wholesale and other functional departments operate.
• Good overall knowledge of the client interface / onboarding on boarding and associated processes within an investment bank.
• Good interpersonal skills with the ability to build and maintain global and regional relationships at all levels of the organization.

Knowledge and skills

• Familiar with AML/KYC regulatory requirements
• Thorough understanding of legal structures of various client types including financial institutions corporate organisations funds SPVs etc.
• Excellent planning and organizing skills
• Proficiency in using MS Office software is essential particularly MS excel PowerPoint and Word
• Good abilities in use of internet search engines
• Fluent in English (written and spoken) and a local language for location where English is not the preferred Business Language

Experience

• Solid and proven relevant work experience (supporting Relationship Managers Sales or working in an operational middle office or client facing support function and focus on fund managers hedge funds and complex products) within the banking / financial services industry.*
• Strong business knowledge and a working knowledge of onboarding and the products that are utilised but with the ability to gather SMEs when required to fill the skill gaps; Strong knowledge of the regulatory requirements
• Commercially aware understands the drivers behind the on-boarding requirement and the value to the bank of what is being requested and uses this knowledge to proactively manage the prioritisation enabling function to align and deliver their activities
• Excellent client service skills (must have minimum of 2 years of service in a client facing role)

Essential qualities and behaviours

• Results focused individuals driving the customer outcomes based on knowledge of the client outcomes and with expertise of the onboarding process
• Strong organisation skills able to manage a large number of activities at any one time; able to internalise activity in order to manage the complexity
• Exceptionally effective communicators able to build strong relationships with RM RM Associates and the Client and provide transparency of activity e2e
• Gravitas and experience to drive the required outcomes in any given situation engaging with Sales RM Client and internally to achieve completion and monetise the onboarding pipeline
• Taking ownership for the customer outcome task focused but able to hold onto the required outcomes through the management of the individual tasks
• Ability to build and maintain relationships by communicating influencing and negotiating effectively with business heads senior managers consultants technical experts across the whole department and business users
• Ability to work well under pressure with high degree of accuracy

Core Capabilities:

• Prospecting/Research - understand industry in the context of the clients business
• Client Engagement build sustainable client relationships and act as the key point of contact for onboarding - ability to manage difficult conversations and resolve queries
• Case Management /Stakeholder Management manage the end-to-end onboarding process within given SLAs -managing both client and internal stakeholders expectations
• Risk Management understand HSBC risk appetite
• Compliance have a solid understanding of CDD & quality requirements

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

Due to the urgent hiring need candidates with immediate right to work locally and no relocation need will be prioritised.

Youll achieve more when you join 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.