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

Ready to streamline client onboarding in China's capital markets?

Why HSBC

HSBC is one of the largest banking and financial services organisations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity

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. Success in this position means delivering accurate, timely outputs that enable the business to grow while maintaining the highest standards of risk management. You will coordinate effectively with stakeholders to enhance the operational effectiveness of business-as-usual activities. The role offers a chance to contribute to a diverse and inclusive environment where merit drives development and promotion.

What you'll be doing

• 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.

What we're looking for

• 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.

Building a secure foundation for growth

This role is pivotal in maintaining the operational backbone of our securities services in Shenzhen. By ensuring every client onboarding step is executed with precision and compliance, you directly enable the business to expand its reach in China's dynamic market. We invite you to bring your skills to a supportive environment where your contributions make a tangible difference. Join us to help shape the future of our client services and drive sustainable growth.