Description
Ready to streamline client onboarding in China's capital markets?
This role sits at the heart of HSBC Qianhai's client onboarding operations, ensuring a seamless and compliant entry experience for new customers in China's onshore capital markets.
You will manage the end-to-end client engagement and account setup process, balancing operational efficiency with strict adherence to local regulations and internal policies.
Responsibilities:
- Support the client service onboarding team with client engagement activities to ensure a smooth start for new customers.
- Execute Know Your Customer (KYC) services and credit checks in line with regulatory requirements.
- Manage system execution tasks related to client onboarding to maintain data integrity and process flow.
- Conduct regular account checkups and perform information entry or modification to keep records current.
- Coordinate communication with stakeholders to monitor and improve the operational effectiveness of BAU processes.
- Produce timely and accurate outputs to support efficient service delivery across the team.
- Ensure all operation process implementations follow established procedures and company policies.
- Complete all mandatory training and attend nominated training programs to maintain professional competence.
Requirements:
- University graduate or above, ideally in Finance, Business, or Accounting.
- Demonstrate excellent communication skills in both spoken and written Chinese and English.
- Apply sound PC knowledge with proficiency in Excel and MS Word.
- Bring experience with Excel Macro, VBA, or Python to support process automation and efficiency.
- Show proven experience in KYC processes or Account Management within a financial services context.
- Work effectively as part of a team to achieve shared operational goals.
- Uphold high standards of integrity and professionalism in all daily tasks.
- Manage workload effectively under pressure to meet strict deadlines.
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