Officer, Client Lifecycle Management - Global Private Banking


Technical Skills

  • Audit
  • Compliance
  • Due Diligence
  • Microsoft Excel
  • Microsoft Powerpoint
  • Quality Control
  • Risk Management

Job Description

Officer, Client Lifecycle Management - Global Private Banking

Location: Asia Pacific-Hong Kong-Kowloon-Tai Kok Tsui

Some careers grow faster than others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.
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 Officer, Client Lifecycle Management.
Principal responsibilities
  • To perform quality checks on the customer due diligence activities completed by the preparers within the Client Life Cycle Management team, which include conducting name screening, internet searches, clearing of screening matches, perform identity and address verification check, review and verify information received to substantiate client’s source of wealth
  • To liaise with client facing colleagues including Wealth Planners and Trust Relationship Managers for information gathering to ensure customer due diligence activities are completed properly and accurately
  • Assist with client profile update based on information collected by client facing staff and reliable public sources
  • Execute, design, and improve the day to day quality control of the Client Life Cycle Management team
  • Address issues and questions raised by the preparers and escalate any review exceptions timely to management and relevant parties


  • University degree in a relevant discipline.
  • Strong risk control and compliance mind set.
  • Experience in auditing, risk management or another oversight or monitoring function is an advantage
  • Strong skills in Microsoft office, Power Point and Excel.
  • Demonstrated ability to multi task and work independently, as well as work collaboratively with other teams
  • Strong analytical and reporting skills abilities to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high level information into details and apply sound business and technical domain knowledge
  • Attention to details. Be able to identify potential problems and risks.
  • Good sense of quality control and be able to build effective quality control mechanism.
  • Good interpersonal skill by demonstrating high level of initiatives and ability to quickly acquire knowledge and adapt to on going change.
  • Able to cope with pressure and tight deadlines.
  • Proficiency in both spoken and written English and Chinese 
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.
You’ll achieve more when you join HSBC.
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.
Employment TypeFull-time
Education LevelBachelor
LanguageEnglish, Cantonese
HSBCPrivate Banking and Wealth Management

1 Queen's Road Central, Central

directions_walk6 mins walk from Central Station