# Client Manager of Institutional Clients, Onboarding and Accounts, HSBC Qianhai (GCB 5)

**Company**: Corp & Inst Banking
**Location**: Shenzhen, Guangdong
**Work arrangement**: onsite
**Experience**: entry
**Job type**: full-time
**Category**: Operations
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612636032?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/client-manager-of-institutional-clients-onboarding-a4965bed-077/

## 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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## Skills

### Required
- Chinese
- English
- Excel
- MS Word
- Excel Macro
- VBA
- Python
- KYC

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612636032?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)