Relationship Manager, Exit Management, HSBC

HSBC

Location:
Hong Kong, Kowloon City

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC is seeking a Relationship Manager, Exit Management, to support risk management, client portfolio disposals, and operational excellence in Global Private Banking. The role includes ensuring compliance with Customer Selection and Exit Management (CSEM) processes, client service excellence, and driving project initiatives.

Job Responsibility:

Client Selection and Exit Management (CSEM) Exit execution management
Support the Business Heads in risk managing and ensuring the prompt closure of accounts which have been decisioned to exit under the Customer Selection and Exit Management (CSEM) process
Manage the disposals of customer portfolio and facilitate account closure
Ensure follow up on all risk and compliance issues in a timely manner, ensuring escalation to the appropriate persons or governance forum, where required
Responsible for managing the processes associated with client transactions including liquidating assets, securities transactions, general account maintenance, customer account static changes and account closings
Ensure the Customer Due Diligence profile follows risk-based approach to keep customer information up-to-date to the extent possible, that correctly reflect the business activities and Financial Crime Risk profile during and before the CSEM exited accounts can be closed
Drive, engage and implement project initiatives and/or operational streamlining
Maintain the highest standard of excellence in client service by attending to client enquiries and requests
Explain operational matters to clients
Develop client awareness, understanding and ability to comply with our operational requirements
Take prompt and appropriate action to address client feedback or enquiries

Requirements:

Minimum of Bachelor degree in business, finance, related field or equivalent experience
Proven customer service, communications, sales, mathematical and analytical skills
Good understanding of the major products or services available in the private banking industry
Strong understanding of customer due diligence and risk identification
Strong relationship management, communication and negotiating skills in client servicing including the capacity to articulate the case for risk management in the language of business
Positive and proactive attitude, with flexibility to accommodate changing environment and willingness to take on new responsibilities
Excellent communication skills in English, Mandarin and Cantonese
A good team player with drive for success and achievement
Licensed role type 1 and 4 required

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
May 19, 2025

Expiration:
June 18, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Relationship Manager, Exit Management

HSBC

Location:Hong Kong, Kowloon City

Category:Finance

Contract Type:Employment contract