Head of Client Service Executive Team Leads - Private Banking

GCB 4

We are currently seeking a high calibre professional to join our team as a Head of Client Service Executive Team Leads - Private Banking. 

In this role you will:

• As a People Manager, lead and supervise all CSE Team leads and their teams, providing coaching, nurturing, technical and soft skills support, included but not limited to change management and driving initiatives
• Lead the new structure driving operational efficiency, ensure timely tracking and update to key stakeholders on changes and issue resolution.
• Drive process improvements and efficiency programs, facilitate Front Office enablement through lean processes that meet control frameworks
• Act as subject matter expertise (SME) for front office on process and platform enhancements or remediation efforts, ensuring alignment with business and regulatory expectation.
• Guide process owners on change journeys and required artefacts.
• Perform regular quality reviews of the front office related internal procedures/materials to ensure all content remains current and aligned with latest operational standards
• Validate process adoption and the effectiveness on the latest streamline process.
• Ensure proper controls in place, tracking compliance for all client-service activities with internal processes and procedures, with focus on risk, control, CDD/KYC, and account operations
• Maintains strong supervisory oversight and provides guidance for escalated operation issues especially on business processes, operational feedback/ challenges focusing on risk, control, CDD/KYC and account operation etc
• Lead the CSE Team lead to design, review, and delivery of CSE training content; drive consistency in CSE onboarding experience and ongoing people development. Identify talents and oversee end-to-end CSE hiring process

To be successful you will need:

• Bachelor’s degree in business, finance, or related field, or equivalent experience
• Solid years of progressive private banking experience; must be licensed
• Demonstrated customer service, communication, sales, analytical, organizational, and planning skills
• Solid understanding of private banking industry practices, products, services, and controls
• Credit skills, ideally with experience serving high net worth individuals or business banking clients
• Proven people management, coaching, and leadership experience
• Strong interpersonal, stakeholder management, and problem-solving abilities
• Proficiency in technology, including Microsoft Office applications, and excellent communication skills in Cantonese and English

Opening up a world of opportunity
http://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. 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 Hongkong and Shanghai Banking Corporation Limited.

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