CLMC FO Process Support Specialist
Credit Suisse
Hong Kong, China

Your field of responsibility

This role will be focused on providing support for queries / requests entering the Client Lifecycle Management & Control (CLMC) function and assists with the handling of complex cases and queries.

This role would also serve as the CLMC liaison to other PB functions (, Location Business Management, Market Business Management) on CLMC topics.

Join us as a dedicated case manager for each Market to take on and perform initial case analysis for PB Front Office to identify any deficiencies in documentation received from clients prior to actual raising of Change-in-Circumstance workflows.

Assist PB Front Office in raising of these workflows and working with the processing units to see through these workflows and resolve any identified issues.

Be an active problem solver and help PB Front Office resolve issues which impact the processing of workflows raised by them (including but not limited to understanding deficiencies in documentation provided by clients).

Raise higher risk matters or regulatory questions to the Financial Crime Compliance team. Provide support for any regulatory related, audit, review requirements.

Uphold the highest standards of control, always keeping data integrity in mind while carrying out day-to-day tasks by staying relevant with the latest regulatory, policy and procedural requirements.

Keep yourself updated and take ownership of relevant procedural documentation and ensure procedures are updated on a timely basis.

To prepare and conduct training on client maintenance processes as required. Have an active change approach to deliver continuous process-improvements, in view of the changing operating and regulatory environment.

Any other tasks assigned by the management.

Your future colleagues

Be part of a growing team from various backgrounds and experiences in Client Servicing, with a common goal to provide advisory and guidance to internal partners with the highest level of professionalism and enthusiasm.

As a member of the CLMC Case and Exception Management team, you will be regarded as a key partner to the Private Banking business for all client lifecycle matters.

The team is looking for someone dedicated and who is also a self-starter, together with a positive can-do attitude and outspoken personality to fit well in the dynamics of the team.

We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

Remote Working?Yes

This position offers remote working opportunities for an agreed amount of days per week.

Your skills and experience

We are looking for someone to join us with :

5 years of relevant client account maintenance & experience within Banking (Private Banking experience is preferred)

Proven experience in client (both internal and external) servicing is an advantage

Experience in Change Management

Outstanding analytical ability and problem solving skills with the ability to think out of the box

Team-player mentality, committed to service delivery excellence and always having the bank and clients' best interests in mind.

Proven ability to build and maintain positive relationships with key internal clients including business, operations and colleagues in Compliance and Regulatory Affairs, etc.

Outstanding written, verbal and interpersonal communications skills

Ability to multi-task and prioritize

Ability to drive open work to completion and work under-pressure

Proficiency in using MS Office software, particularly Excel and Word

Experience with industry standard tools such as Temenos and / or Avaloq is a plus

Strong technical skills (VBA programming, SQL) will be preferred

Dedication to fostering an inclusive culture and value diverse perspectives


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