1. Providing the single point of contact for onboarding, renewal and off-boarding activities across the Client Management Group location.
2. Co-ordination of onboarding, renewal and off-boarding activity on behalf of the Relationship Managers aligned to clients requirements.
3. Working closely with Relationship Managers and Products Sales to pro-actively drive onboarding for the client to ensure all requests (new business, renewals and exits) are captured, prioritized and resolved within agreed timeframes. For new business, supporting the Relationship Managers with client selection and suitability activities.
4. Being accountable for working closely with all onboarding functional teams (Credit due-diligence, Client Documentation Negotiation, KYC & Client Identification Due-Diligence, Entity Maintenance & Account Maintenance) to ensure priorities are aligned and that business requirements can be met across the end to end process.
5. Ensuring the completion of all required Know Your Customer (KYC) reviews and request for information activities in line with AML/Sanctions policies and procedures.
6. Ensuring client requirements are clearly understood and right documents, terms and conditions are sent to the client, executed and accounts opened and services enabled.
任职要求
1. University degree and above, graduate in finance, accounting or related majors with 3+ years of relevant Banking experience.
2. Results focused individuals – driving the customer outcomes based on knowledge of the client outcomes and with expertise of the onboarding process.
3. Strong organization skills, able to manage a large number of activities at any one time; able to internalize activity in order to manage the complexity.
4. Exceptionally effective communicators able to build strong relationships with RM, RM Associates and the Client and provide transparency of activity e2e.
5. Gravitas and experience to drive the required outcomes in any given situation, engaging with Sales, RM, Client and internally to achieve completion and monetize the onboarding pipeline.
6. Ability to build and maintain relationships by communicating, influencing and negotiating effectively with business heads, senior managers, consultants, technical experts across the whole department and business users.

汇丰环球客户服务（广东）有限公司秉承汇丰集团理念，始终将优质客户服务摆在公司发展的首位，依托先进的科技设施和雄厚的人力资源，实现服务的专业、规模和最佳化。持续多年的优质服务为汇丰环球在同行业赢得较高的声誉，随着汇丰环球规模化不断发展，汇丰环球中国营运中心现在有超过10,000名金融服务人员的专业团队，为汇丰集团世界各地的分支机构（如香港、英国、美国、加拿大、日本、中国、新加坡和澳门等）提供和分析数据、收款付款服务、客户中心等多项服务。同时荣获许多荣誉称号，其中包括广东最佳业务外包公司、广东省服务外包示范企业、中国服务外包十大在华跨国服务供应商、技术先进企业、商务部重点联系企业、A级纳税人称号，并且已连续五年获得香港呼叫中心协会年度大奖–离岸业务金奖, 广东省企业500强等。