Senior Client Due Diligence (CDD) Advisory Manager

A Senior Client Due Diligence Advisory Manager at HSBC manages the end-to-end onboarding process for private banking clients within the US Private Banking COO team. The role involves balancing client service with internal risk management, collaborating with Relationship Managers to define onboarding requirements, and leading continuous improvements to reduce delays and rejections. Key duties include performing quality checks, creating standardized playbooks, coaching teams on KYC issues, and communicating insights through various documents.