Client Service Manager

Functional Description: International Wealth and Premier Banking (IWPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs.  International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

People Responsibility: N 

Reports To: 

Functional Reporting To: CLIENT SERVICE EXECUTIVE

Entity Reporting To: SVP AND HEAD OF PRIVATE WEALTH

Role Purpose 

- To assist RMs, in liaison with Private Banking (PB) Middle Office, back office and branch operations, in taking orders and preparing daily transactions accurately, promptly and completely and ensure PB Desk Procedure Manual, PB FIM, MLPP, HBAP TWN-SOPs are adhered to the standard
- The role's main responsibilities include acting as primary point of contact for 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 individual client relationships and improve income generation through focused business development activities

Job Contents 

- Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests
- Provide support to ensure high net worth 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
- Provide support to ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it
- Monitoring interest payment, principal repayment and credit expiring
- Actively seek the help of others to deal with customers’ requests and problems at the first point of contact, wherever possible
- Focusing on our customers/colleagues, to understand, respond to and anticipate their changing needs and priorities
- Communicate effectively, openly, confidently and honestly with others to build trusting relationships
- Ensure all processes are complied with GSM, FIM, MLPP and external regulations

Qualification/License Requirement

- Bachelor degree with major of business related
- Some experience working with financial institution
- Strong knowledge of investment products
- Self-starter, smart worker and detail oriented
- Good communication and interpersonal skills
- English ability in writing and speaking
- Prerequisite licenses requirements as following :

(1) 證券商高級業務人員 Securities senior business people (SSEC) 或 證券商業務人員證照+證券投資信託及顧問事業之業務員證照
(2) 金融市場常識與職業道德(Financial Sense and Ethics)