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Client Lifecycle Management Associate - Global Private Banking

HSBCSingapore, Singapore

2 days ago

Job description

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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 Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Client Lifecycle Management Associate.

Principal Responsibilities

In this role you will

To complete quality checks on profile submissions from the RM’s / CSE’s to satisfy the Bank’s KYC due diligence policies and processes during client onboardings and ongoing reviews
Guiding the RM’s / CSE’s to ensure that account openings and ongoing reviews are completed in a timely fashion to ensure a positive client experience while keeping the bank safe
Process and track changes in circumstances as part of the ongoing monitoring of client
Assisting with policy & procedural implementation where required
Participating in process improvements for CLM related projects or projects involving the CLM team
Assists with other tasks as required

Requirements

To be successful you will need

Strong working knowledge of AML, regulatory compliance within the banking and financial services industry

Strong teamwork initiative

Good research and communication skills

Ability to work professionally with all levels of staff and management

Strong English fluency and written skills needed for report writing and comprehension of source of wealth narratives, other additional language comprehension would be an added advantage due to the global nature of clients

To be considered for this role, the relevant rights to work in Singapore is required.

Opening up a world of opportunity

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.

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Management Associate • Singapore, Singapore