Senior Manager, Client Service - HSBC Global Asset Management

GCB 5
We are currently seeking a high calibre professional to join our team as a Senior Manager, Client Service.
In this role you will:
Key activities and Impact on Business / Functions
Have the ability to provide client services associated with the relevant asset classes in the space of traditional and alternative investments
Participate in calls and meetings with clients for on-going account servicing. Provide timely response for client inquiries
Conduct regular investment pipeline meeting with client for various asset classes
Manage to keep the relevant investment and support functions within AMHK / AM to have an up-to-date understanding of client’s requirements
Manage with AMHK internal teams the production and delivery of client reporting as well as the presentation materials for client meetings
Engage with internal teams and agree service levels with internal stakeholders in order to manage the delivery of client’s requirements with quality
Timely maintain a log of issues / error affecting the covered client portfolios and conduct regular meeting with internal support functions in order to manage the quality of client services
Regular review of client’s investment guidelines by co-ordinating with the investment and support teams
Ensure adherence and compliance to all regulatory and internal requirements for the on-going services provided to clients / clients’ new requests
Customers / Stakeholders
Clients – INHK and HSIC
Stakeholders – colleagues including investment teams across all asset classes, reporting teams, operations, finance, investment guidelines, product, investment specialists, Institutional Segment heads, derivatives, legal, risk, finance...
Bank partners - Global Banking relationship management colleagues (MSS, GBM, CIB…)
Building strong, trusting and lasting working relationships with all HSBC internal stakeholders and clients
Required Skillset & Teamwork
Technical skills: the role holder will display a strong understanding of investments, asset classes, products, client propositions and business development initiatives and always strive at delivering best in class customer service
Strong organisational and project management skills: the role holder will need to be highly organized to prioritise tasks, manage a broad client portfolios, diverse asset classes with projects aiming at differing deliverables and deadlines
Language skills and communications skills, with both spoken and written in English and Chinese (Cantonese preferred), the individual will communicate very effectively with clients whilst constantly keeping internal colleagues and team updated with the progress of the tasks / projects being handled and highlight exceptions identified
Timely and effective escalation of issues to Senior Management
Collegiate and Teamwork mentality and behavior at all times – The role holder must build productive working relationships with other internal colleagues, by requesting support as needed and returning favours as necessary, recognizing that a team is stronger than an individual when talking to clients who are increasingly sophisticated and growingly complex / layered by way of structure and maintaining professionalism in all dealings with clients and colleagues.
Operational Effectiveness & Control
Excellent knowledge of client requirements
Ensure quality of client services in terms of timeliness and adequacy
Ensure the efficiency and effectiveness of the day-to-day work in order to achieve the maximum capacity
Be open-minded to support and raise suggestions on new initiatives
Constantly look for improvements and efficiency in existing operational processes. Regularly review the existing procedures and streamline procedures if required
New procedure establishment for new client / internal requirement
Demonstrate risk awareness and be able to identify exception
Timely delivery of key milestones as agreed
Oversee the day-to-day work with a team of 5 people (3 onshore team mates and 2 offshore team mates) and provide coaching when needed.
To be successful you will need:
Professional Profile:
Relevant experience in client services, asset management and/or relevant professional qualifications
Good knowledge and understanding of investments, asset classes, asset management industry and investment flows
Specific knowledge of insurance