Client Relationship Manager Regional Lead - HSBC Securities Services
HSBC Group
Kowloon, Hong Kong


The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.

As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.

If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

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.

Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Securities Services provides robust and reliable solutions that enhance performance and mitigate risk, today and in the future.

Working with institutional investors, banks, insurance companies, governments and multinational corporations, Securities Services offers a range of fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services.

We are currently seeking a high calibre professional to join our team as a Client Relationship Manager Regional Lead.

Principal Responsibilities

Client Relationship Management

The CRM acts as a single point of contact for consumers of reference data. This includes regular engagement and as a general escalation point for issues, ensuring appropriate action is taken to resolve and remediate from future occurrence.

This will involve the monitoring of communication channels as well as through scheduled and regular Client meetings. Additionally, and typically, the CRM acts a SPOC for capturing Change requirements and ensuring that any changes raised are followed through with prioritisation and confirmed timelines, through to delivery.

The key aspects of the role at the core of offering a high level of service to consumers as CRM, include the following :

  • Establish and maintain relationships with GDS Clients, ensuring that all current and future service needs are identified and met
  • Conduct proactive consumer meetings and manage consumer production escalations
  • Engage with Service Delivery to develop services and resolve existing shortfalls in service. Work with Service Delivery leads to ensure day to day issues are managed and resolved.
  • Develop and maintain effective working relationships with Service Delivery staff

  • Respond and engage with Clients to manage production issues and escalations that are brought to CRM attention. Follow through to resolution and ensure that mitigations are identified and actioned
  • Work with Global Change and IT to ensure strategic change programmes and small changes through New Business Initiative Approval (NBIA) forum, are in line with consumer needs and GDS operating model
  • Create client facing communication presentations and updates, including chairing a monthly regional governance forum
  • Track and communicate our service performance through KPI’s, service reviews and forums with our Clients and Stakeholders
  • Govern overall service agreements through PLA’s, conducting annual review and sign-off
  • Requirements

  • Ability to work independently with high levels of organisation and precision
  • Excellent communication and interpersonal skills and has the ability to co-ordinate with senior management and internal teams and different cultures across HSBC as required
  • Organised, methodical and able to work under pressure to meet competing deadlines
  • Demonstrating drive and commitment
  • Ability to work and thrive in a fast changing, results driven environment
  • Experience of working with reference data and preferably within a reference data function.
  • Knowledge of Instrument, Calendar and Pricing data at an asset class and attribute level, as well as understanding of how this data provision is used by the Business.
  • Demonstrate understanding of the importance of data quality, accuracy and completeness.
  • Experience of working directly with Business consumers in a Financial Service firm, including Trading desks, Operations and Finance.
  • Experience of working in a Client Service role and / or managing a Client Service team, within Financial Services.
  • Experience of working in a Change role and / or delivering a significant project or Change agenda and / or working alongside an IT function.
  • Preference for working on a financial regulation project delivery

    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.


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