Job Information
HSBC CLM Case Manager in Foshan, China
CLM Case Manager
Brand: HSBC
Area of Interest: Operations
Location:
Foshan, GD, CN, 528200
Work style: Hybrid Worker
Date: 17 Apr 2026
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
We are currently seeking an experienced professional to join our team in the role of CLM Case Manager
Principal responsibilities
This role requires an experienced Analyst, is a strong self-starter with good time-management skills and enjoys the challenge of delivering change within tight deadlines.
Structured and organized individual with an understanding of End-to-End Onboarding process
Ability to thrive within a constantly evolving Department
Will be expected to work with a wide group of stakeholders
Develop and maintain excellent professional relationship with all stake holders
Meet the needs and expectations of customers by ensuring that escalations and complaints are handled in a timely and appropriate manner
Ensure zero operational / reputational loss
Requirements
Bachelor's degree and above, graduate in finance, accounting or related majors with minimum 3+ years of relevant Banking experience.
Strong command of spoken and written English and Chinese (Cantonese/Mandarin)
Good commercial and financial management ability with a proven track record and experience in a shared service model.
Good understanding of the full investment banking value chain and the context within which Wholesale and other functional departments operate.
Good overall knowledge of the client interface / onboarding on boarding and associated processes within an investment bank.
Good interpersonal skills with the ability to build and maintain global and regional relationships at all levels of the organization.
Knowledge and skills
Familiar with AML/KYC regulatory requirements
Thorough understanding of legal structures of various client types including financial institutions, corporate organisations, funds, SPVs etc.
Excellent planning and organizing skills
Proficiency in using MS Office software is essential, particularly MS excel, PowerPoint and Word
Good abilities in use of internet search engines
Fluent in English (written and spoken) and a local language for location where English is not the preferred Business Language
Experience
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.*
Strong business knowledge and a working knowledge of onboarding and the products that are utilised but with the ability to gather SME’s when required to fill the skill gaps; Strong knowledge of the regulatory requirements
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
Excellent client service skills (must have minimum of 2 years of service in a client facing role)
Essential qualities and behaviours
Results focused individuals – driving the customer outcomes based on knowledge of the client outcomes and with expertise of the onboarding process
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
Exceptionally effective communicators able to build strong relationships with RM, RM Associates and the Client and provide transparency of activity e2e
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
Taking ownership for the customer outcome – task focused but able to hold onto the required outcomes through the management of the individual tasks
Ability to build and maintain relationships by communicating, influencing and negotiating effectively with business heads, senior managers, consultants, technical experts across the whole department and business users
Ability to work well under pressure with high degree of accuracy
Core Capabilities:
Prospecting/Research - understand industry in the context of the clients business
Client Engagement – build sustainable client relationships and act as the key point of contact for onboarding - ability to manage difficult conversations and resolve queries
Case Management /Stakeholder Management – manage the end-to-end onboarding process within given SLA’s -managing both client and internal stakeholder’s expectations
Risk Management – understand HSBC risk appetite
Compliance – have a solid understanding of CDD & quality requirements
Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.
You’ll achieve more when you join HSBC.
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