Customer Service Executive, Private Banking

at  HSBC

Job description

SOME CAREERS SHINE BRIGHTER THAN OTHERS.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
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.

In this role, you will:

• Provide high quality sales support to a team of GPB RM’s focused on getting appointments for RM’s and supporting in servicing their clients.
• Reduce the time spent on process and administrative tasks by RM’s to increase capacity.
• Support RM’s to manage client contact and service, including, in the absence of

RM, answering client calls, resolving client enquiries on transactional needs, and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact.

• Handle client’s enquiries and complaints relating to the RM portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries and complaints at the first point of contact and minimize referrals to the RM for routine transactions.
• Communicate effectively and works well with other teams within GPB, Branch, Call Center, HTS, and other relevant partners that impact the client’s experience of HSBC; to ensure a consistent approach and application of GPB standards.
• Efficiently manages time to support different GPB RM’s concurrently.

Provide high quality support to GPB RM’s so they can provide maximum face time to clients.

• Build extensive knowledge of HSBC systems and procedures to handle client needs independently.

Requirements

TO BE SUCCESSFUL IN THE ROLE, YOU SHOULD MEET THE FOLLOWING REQUIREMENTS:

• Bachelor’s degree is a must for visa and work permit
• Strong interpersonal and empathy skills with strong decision making and ability to deliver.
• Prior experience working in financial services industry
• Previous experience in Premier /Private Banking sales preferred.
• Understanding of core products, GPB proposition, and familiar with retail and wealth product processes
• Understanding of relationship management systems (CRM and RM Platform etc.)
• Solid knowledge of appropriate branch operational procedures
• Money Laundering Awareness Certificate is preferrable
• Knowledge of relevant regulatory governance in market
• Knowledge of the Bank’s lending systems such as CARM, CLM & Security
• Knowledge of local and Group compliance regulations
• Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills.
  For further details and application information please visit our careers site, searching under reference number 0000KIZ3.
  You’ll achieve more at HSBC.
  www.hsbc.com/careers
  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.
  We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. 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.
  Issued by The Hong Kong and Shanghai Banking Corporation Limited.

In this role, you will:

• Provide high quality sales support to a team of GPB RM’s focused on getting appointments for RM’s and supporting in servicing their clients.
• Reduce the time spent on process and administrative tasks by RM’s to increase capacity.
• Support RM’s to manage client contact and service, including, in the absence o