Customer Onboarding Manager

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Commercial Banking - Business Banking

Hang Seng’s Commercial Banking (CMB) business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our team as  Customer Onboarding Manager .

Principal responsibilities

Drive the implementation of new standard, framework and platform of customer onboarding process for all Commercial Banking customers

Identify CDD requirement gap by analyzing customer information to ensure collection of sufficient information and supporting documents required for the completion of the account opening

Understand customer context, oversee goals, and provide product information to best serve

Improve product penetration and customer retention and helping foster positive customer relationships

Oversee the end-to-end CDD and onboarding process and ensure the execution excellence

Reengineer the customer on-boarding process flow to continuously improve efficiency and effectiveness

Make recommendations on all client on-boarding decisions according to the sufficiency in fulfilling CDD requirements and raise exception / variance approval requests with sufficient justifications

Engage various internal parties to smoothen the implementation of various CDD policies and customer onboarding journey including core application, documentation, review and completion progress, feedbacks on customer queries / objections

Provide coaching to new joiner and junior members to build a professional and capable work force

Requirements

University degree in Business Administration or related disciplines

Proven work experience in providing high standard of customer service preferred

Knowledge in commercial banking, and Anti Money Laundering (AML) / Know Your Customer (KYC) regulatory requirements on corporate customers

Pass the Insurance Intermediaries Qualifying Examinations (Paper 1,2,3) & Hong Kong Securities Institute Licensing Examinations (Paper 1,7,8)

Strong self-motivation, with good communication and interpersonal skills

Strong project management, analytic and problem solving skills

High level of attentiveness to details, with strong business sense and able to make sensible business judgments

High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Proficiency in both English and Chinese, fluency in Putonghua an advantage

Professional qualifications such as Enhanced Competency Framework (ECF) and / or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

You’ll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited