New Business Onboarding Specialist - Global Private Banking

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • HSBC
  • 16 Oct 18

New Business Onboarding Specialist - Global Private Banking

Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high caliber professional to join our team as New Business Onboarding Specialist.

Principal responsibilities

  • To support Business Implementation Unit to process new business take on and approval, including but not limited to checking the documents provided by Wealth Planners and Trust Relationship Managers to ensure that they are sufficient for business and Know Your Customer approval, inputting all the necessary information in Net Assets Value for electronic approval, and preparation of set up documents including but not limited to trust deed, engagement letter and signature card.
  • To prepare documentation on asset injection including the opening of bank accounts, activating private companies, liaising with Global Trust Accounting team on maintenance of accounting records.
  • To act as relief for other team members.

  • Diploma or degree holder in Business, Accounting or Law
  • Member of Institute of Chartered Secretaries and Administrator or Hong Kong Institute of Chartered Secretaries preferred
  • Some basic company secretarial knowledge preferred
  • Good command of written and spoken English and Chinese
  • Proficient in Microsoft Office and Chinese Word Processing
  • Independent, details orientated and able to work under pressure
You'll achieve more when you join HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.