Client Services Manager, Global Banking

HSBC

  • Taipei City
  • Permanent
  • Full-time
  • 16 days ago
Job Advert DetailsTo support Global Banking Relationship Managers in global client on-boarding, the on-going management & oversight of due diligence activities through the full client lifecycle with HSBC on behalf of Global Banking & Markets (GBM) both as a customer group and product provider.
The jobholder is required to deal with customers with a good attitude, handle documents with great care, and follow credit operation procedures. The jobholder manages to provide quick and accurate responses to queries from Associate Director/Director and customers and a reasonable level of organizational skills is a must for the job.
Knowledge of Global Banking and various related area products and services have to be updated regularly in line with fast changing environments and policy guidelines.Job content: * Assist Relationship Manager with facilities related to operational matters and provide administrative supports as required.
  • Manage workflow of credit and operational services and provide guidance to Relationship Managers, and other Corporate Support Officers (CSO)
  • Manage all required activities as directed by line manager or as agreed in annual objectives in support of the development of the business.
  • Act as an escalation point regarding service issues to Relationship Managers and line manager, and assist to identify and progress service improvement and sales opportunities.
  • To work in close liaison with the client servicing teams, product providers (e.g. GLCM) and operation teams to deliver optimal service in a collective approach. Such liaison includes providing guidance on client structures and requirements where these differ from the norm.
  • Proactively manage all aspects of credit and operational services for an assigned portfolio of clients, and ensure high quality of service delivered at all times
  • Handle regular contact with customers on operational issues and take prompt follow-up action on outstanding matters. Wherever possible, such follow-up should be in writing and if verbal, brief notes should be made on the source document
  • Work closely with relationship managers and support them to complete all KYC process in a timely manner
Qualifications
  • Bachelor/Master degree, major in business and related areas.
  • Wholesale Businesses knowledge
  • Experience with Financial Institutions and/or Corporate banking onboarding, implementation and documentation.
  • Ability to take ownership, manage through conflict and mobilize internal resources
  • Ability to solve complex problems, challenge the status quo and suggest viable alternative approaches
  • A high level of drive to meet deadlines and targets
  • Strong written and verbal communication skills in English
  • GPAD covered

HSBC

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