Client Services Executive

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. 

We are currently seeking a high calibre professional to join our team as a Client Services Executive.

In this role you will:

• Maintain the highest standard of excellence in client service by attending to client enquiries and requests
• Explain operational matters to clients. Develop client's awareness, understanding and ability to comply with our operational requirements
• Prompt and appropriate action taken to address client feedback and complaints
• Manage the HSBC Know Your Customer Program and ensure that all client service related activities are fully in compliance with the processes and procedures contained in it
• Provide support to the Offshore Representative Offices. Receive, manage and log faxed transaction instruction from Representatives. Answer calls from Representatives and clients and provide guidance
• Build and maintain positive and productive working relationships internally and externally
• Ensure that any data input is dealt with in a timely manner and in correct and consistent format
• Adhere to the selling process and sales quality requirements. Achieve compliance with all Group Standards, manuals and guidelines, and ensure that all credit applications meet deadlines

To be successful you will need:

• Experience in private banking as a client service executive or similar background in client servicing
• Good understanding of private banking services and products
• Credit skills and experience, focusing on High Net Worth Individuals or Business Banking
• Excellent communication, analytical, organizational and planning skills
• Team player with drive for success and achievement

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

You’ll achieve more at 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.

Candidates with less relevant experience or skills may be offered a lower Global Career Band than stated above.

Issued by Hongkong & Shanghai Banking Co

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