AVP - Onboarding

Job title: AVP - Onboarding

Purpose of the role:

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, standardized 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 a Client Manager (CM), you will be the key point of contact for RM's and clients from an onboarding, account maintenance and assisting with Customer Due Diligence where needed. Accordingly, CMs are responsible for the oversight and co-ordination of new business on-boards, 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 onboarding requests on behalf of Global Banking coverage teamsManagement, coordination and prioritisation of all requests on behalf of the RM.Responsible for ensuring onboarding is prioritized and completed in line with agreed timeframes Adherence to all new business and CDD metric's / Key Risk Indicators Manage the co-ordination of cross border requests from multiple jurisdictions, working closely with local CM including sharing information and providing guidance to other sitesWork closely with functional Subject Matter Expert (SME) and give direction / support to relevant Case Managers Accountable for ensuring MI reporting is delivered to key stakeholdersProactively interact with the credit team to ensure new lines and any amended lines are approved and updated in the Global Risk PortalWork 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.Co-ordinates off-boarding / client exit processStrict adherence to compliance and operation risk controls in accordance to HSBC regulatory standards, policies and practisesStrong understanding of and adherence to all regulatory requirements (DFA / EMIR / FATCA / MiFID etc)Establish and support strong relationships with key individuals in the client's management team.

Customers / Stakeholders

Own and manage the interface with business, as well as functional counterparts (CM/KYCS/FCC/Policy/ CDG etc).  The Client Manager will act as the point of aggregation for all BAU activities and escalations for their assigned banking sub-sector.Support Sector Heads in the delivery of wider Client Management Group strategy Develop a deep knowledge of HSBC clients, products and processes Build relationships with clients and all GBM functions. Ownership for escalations and to manage resolution in a timely manner, keeping all stakeholders updatedWork as part of the RM team to develop an understanding of the client requirements Take clear ownership of any KYC CMG tasks and manage until resolution.  Liaise with clients on a regular basis to understand their priorities /concernsLeadership & Teamwork  Build global relationships across Client Management Group and other functional counterpartsApplicants must possess excellent team working skills and be able to interact confidently with others both internally and externally, including at senior level.Operational Effectiveness & Control Drive process change and improvement initiativesDuty to report control weaknesses, compliance breaches, operational loss events and timely implantation if internal / external audit pointsUnderstand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved.

Major Challenges

Ability to work within a dynamic, pressurised and time sensitive environment, supporting internal stakeholders and demanding / complex clients. The ability to prioritise and remain focused is therefore essential.Applicants must possess excellent team working skills and be able to interact confidently with others both internally and externally, including at senior level.

Role Context

Management of Risk

Is aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations.

Observation of Internal Controls

Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.

To be successful you will:

Essential Experience

Project management capability is a key requirementDemonstrate commercial awareness and strong experience within a global markets / banking type environmentStrong client service, client management or operational background with demonstrable experience in a client facing roleAbility to construct clear and considered arguments.Proven ability to prioritise competing demandsExcellent problem solving, organisational and analytical skillsOutstanding written / verbal communication and presentation skillsDelivery-focused with ability to pay attention to detail and ensure tasks are completed on time and to the required levels of qualityStrong interpersonal skills and able to build and maintain global relationshipsAble to demonstrate confidence, gravitas and influencing skills when interacting with multiple senior stakeholdersStrong organizational and time management skillsHigh degree of Excel, Word, PowerPoint skills

Additional Desirable Skills

Able to build strong relationships with other functions and business units and the ability to interface with and influence senior stakeholders in the Client Management Group and the businesses it supportsExperience of working within a large global organisationAbility to build a consensus at all levels within the organisationAbility to solve complex problems, challenge the status quo and suggest viable alternative approachesA high level of drive to meet deadlines and targetsAbility to prioritise, be flexible and respond to changing environmentsExperience of performing credit analysis on financial institutionsUnderstanding of risk management and mitigants

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."

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