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.
任職要求
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.

匯豐環(huán)球客戶服務(wù)（廣東）有限公司秉承匯豐集團(tuán)理念，始終將優(yōu)質(zhì)客戶服務(wù)擺在公司發(fā)展的首位，依托先進(jìn)的科技設(shè)施和雄厚的人力資源，實(shí)現(xiàn)服務(wù)的專業(yè)、規(guī)模和最佳化。持續(xù)多年的優(yōu)質(zhì)服務(wù)為匯豐環(huán)球在同行業(yè)贏得較高的聲譽(yù)，隨著匯豐環(huán)球規(guī)?；粩喟l(fā)展，匯豐環(huán)球中國(guó)營(yíng)運(yùn)中心現(xiàn)在有超過(guò)10,000名金融服務(wù)人員的專業(yè)團(tuán)隊(duì)，為匯豐集團(tuán)世界各地的分支機(jī)構(gòu)（如香港、英國(guó)、美國(guó)、加拿大、日本、中國(guó)、新加坡和澳門等）提供和分析數(shù)據(jù)、收款付款服務(wù)、客戶中心等多項(xiàng)服務(wù)。同時(shí)榮獲許多榮譽(yù)稱號(hào)，其中包括廣東最佳業(yè)務(wù)外包公司、廣東省服務(wù)外包示范企業(yè)、中國(guó)服務(wù)外包十大在華跨國(guó)服務(wù)供應(yīng)商、技術(shù)先進(jìn)企業(yè)、商務(wù)部重點(diǎn)聯(lián)系企業(yè)、A級(jí)納稅人稱號(hào)，并且已連續(xù)五年獲得香港呼叫中心協(xié)會(huì)年度大獎(jiǎng)–離岸業(yè)務(wù)金獎(jiǎng), 廣東省企業(yè)500強(qiáng)等。