Client Service Executive

at  HSBC

Job description
Client Service Executive, Global Private Banking (0000K3MM)
Some careers prize diversity more than others.
If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking an ambitious individual to join our Private Banking team, working together to provide a world class service to our most valuable clients.

KNOWLEDGE / EXPERIENCE

• Prior experience in Private Banking or Wealth Management
• Bachelor’s degree is mandatory
• Strong Customer service skills
• Good understanding of KYC, CDD and AML
• An understanding of Banking, Investment and Credit products
• IT Skills – knowledge of Microsoft Office Applications
• Excellent communication skills
• Ability to work well with remote teams

IN THIS ROLE, YOU WILL:

• Provide the highest standards of service to our clients, acting as the first point of contact for enquiries and requests
• Supporting relationship managers with the acquisition, onboarding and servicing of their clients
• Ensure client KYC and CDD is completed and kept up to date by supporting relationship managers with ongoing client reviews.
• Provide support to the Offshore Representative Offices; receive, manage and log transaction instruction from clients and their representatives
• Provide all administrative assistance to RM Team in terms of Call Report filing, Travel arrangements, annual Reviews, client profile generation and on-boarding
• 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 sales quality requirements
• Adhere with all Group standards, manuals and guidelines
• Ensure smooth coordination with processing departments
• Assist RMs in taking orders and preparing daily transactions accurately and promptly
  Requirements