Client Management Analyst (Temporary)

HSBC Bank A.Ş.

• Strong knowledge of HSBC’s organizational structure, business lines and policies and procedures to ensure compliance on all proposals and able to manage new product due diligence.

• Experience with DBOS, ATLAS and  MS Office, particularly Excel
• Strong business knowledge and a working knowledge of onboarding and the products that are utilised
• CMA Level1 Certificate
   
  EXPERIENCE
   
• Excellent client service skills (must have minimum of 2 years service in a client facing role)
• Solid and proven relevant work experience (supporting Relationship Managers, Sales or working in an operational middle office or client facing support function and focus on fund managers, hedge funds and complex products), within the banking / financial services industry.
• Gravitas and experience to drive the required outcomes in any given situation, engaging with Sales, RM, Client and internally to achieve completion and monetise the onboarding pipeline
   
  SKILLS
   

• Ownership for the customer outcome – task focused but able to hold onto the required outcomes through the management of the individual tasks
• Results focused individuals – driving the customer outcomes based on knowledge of the client outcomes and with expertise of the onboarding process
• Exceptionally effective communicators able to build strong relationships with RM, RM Associates and the Client and provide transparency of activity e2e
• Fully engaged with the RM team for their sector / Sub-sector – co-location is key to enable quick and easy conversations when new requirements come in with the most appropriate people
• Strong organisation skills, able to manage a large number of activities at any one time; able to internalise activity in order to manage the complexity
• Commercially aware – understands the drivers behind the on-boarding requirement and the value to the bank of what is being requested and uses this knowledge to proactively manage the prioritisation, enabling function to align and deliver their activities

İŞ TANIMI

• Flow up the daily transactions of Banking clients.
• Provide visibility of the onboarding process to key stakeholders, including information about alignment with HSBC’s policies and controls e.g. AML
• Build alignment of the onboarding process to local and/or global standards as required in Turkey
• Provide the single point of contact for onboarding / renewal and off-boarding activity in Turkey (at Location, Sector or Sub-sector level depending on the scale of the location)
• He/She will work closely with GBM RM’s and Products Sales to pro-actively drive onboarding for the client to ensure all requests (new business, renewals and exits) are captured, prioritized and resolved within agreed timeframes.
• Taking ownership of onboarding problems and resolving onboarding issues. Ensuring transparency and regular communication and updates to key stakeholders.
• They will be accountable for working closely with all functional teams (Service Delivery, KYCS, Credit, Docs and Account Opening) to ensure priorities are aligned and that business requirements can be met across the end to end process.
• Able to build effective relationships with both internal and external clients / stakeholders to expedite resolution of onboarding issues and maintain fluidity of onboarding pipe to directly maximize revenue generation opportunities while ensuring full alignment with HSBC policy and controls e.g. KYC and Credit renewals policy .
• The person should be multitasking and should have a strong client servicing drive. Being able to work under stress and being a cooperative team member are very important assets.