onboarding - analyst

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 is one of the largest banking and financial services organisations in the world, with operations in 62 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 ONBOARDING - ANALYST

Business: CIB COO

Principal responsibilities

• Individual is responsible to ensure seamless and timely onboarding of their portfolios and overall accountability in capacity of individual contributor role.  Where target dates are unachievable, this be clearly, quickly called out and client expectations are met or reset appropriately.
• Responsible for overall Case management of Onboarding against key KRI which include TAT, include TAT, SLA Adherence, overall health of the pipeline and any other associated attributes within the thresholds defined, for the onboarding cases assigned.
• Maintain good discipline of overall Book of Work, be an active team player and emulate behaviors
• Take complete ownership of cases and pro-active management of the on boarding process right from the initial request to execution of the transaction.
• As Case manager, you would be required to work on either multiple sector/regions and different Clientele types such as Institutional Clients/Financial Institutions/Corporate Clients to make the business and organization successful
• In this dynamic changing landscape of Financial Industry, be adapt and agile to the overall changes within in regulatory, other industry wide onboarding best practice.  Ensure understanding & implementation of these quickly & effectively
• Engage with the various Partner teams effectively that aids seamless exchange and delivery of information
• Be  able to assess, call out road block on timely manner and prioritize their work independently
• Strong and effective communication to relay updates, seek information etc. with Clients either via Phone call, Emails or Chats
• Anticipate escalations' prone scenarios and manage them proactively.  Additionally, use such learnings as an important input to further enhance governance and controls within the process
• Engage with various key Stakeholders, downstream/upstream partners, Relationship Managers, Sales and Clients throughout the onboarding journey per the portfolio requirements
• Ensure adherence to the Mandatory learning schedules to constantly upskill, imbibe future fit skills, drive their timely completion and demonstration of its applicability in on-job to enhance and drive Client and staff experience

Requirements :

• Graduate in any discipline (E)
• Knowledge of Client onboarding within Investment Banks space (E)
• High energy, be pro-active, extremely positive, a problem solver, and an owner of issues (E)
• Good organizational, planning and management skills (E)
• A delivery-focused mind set (E)
• Excellent communication skills, both written and verbal (E)
• Good interpersonal skills with the ability to build, maintain global and regional relationships at all levels of the organization (E)
• Good attention to detail with a keen eye to problem solving (E)
• Ability to work well under pressure with high degree of accuracy (E)
• Analytical skills to help make important decisions by reading available data and using their references (E)
• Must have a clear understanding of HSBC Values (E)
• Good overall knowledge of the Client interface / onboarding and associated processes within an investment bank (D)

You'll achieve more at HSBC 

HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role."

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.

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