Client Service Executive Global Private Banking

International Wealth and Premier Banking

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening

up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will:

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• The role's main responsibilities include acting as primary point of contact for high net worth or ultra high net worth individual clients externally and clients internally for flow transactional banking elements with the client base. This role supports one or more Relationship Managers to deepen high net worth or ultra high net worth individual client relationships and improve income generation through focused business development activities.
• This job will carry out some or all of the following tasks:

• • Maintain the highest standard of excellence in client service by attending to client enquiries and requests

• Ensure client account opening documents are complete and accurate and requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format

• • Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and ensures smooth coordination with processing departments

• Ensure that all client-service related activities are fully in compliance with the processes and procedures

• • Prompt and appropriate action taken to address client feedback/complaints.
  • Build and maintain positive and productive working relationships internally and externally
  • Ensure smooth coordination with processing departments

To be successful in the role, you should meet the following requirements:

• Minimum of Bachelor’s degree in business, finance, related field or equivalent experience
• Proven and progressive private banking experience or equivalent
• Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills
• Good understanding of the major products/services available in the private banking industry
• IT Skills – knowledge of Microsoft Office Applications
• Excellent communication skills
• A good team player with drive for success and achievement

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 and 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.

Issued by HSBC Bank (China) Company Limited