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HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking an ambitious individual to join our team as a Client Service Executive, working together with colleagues to define, manage and achieve divisional business targets. Responsible for managing the processes associated with client transactions including new account openings, securities transactions, payments, general account maintenance, customer account changes and account closings.
Role Purpose
Provides support to the Relationship Management team in delivering high quality client service to customer base. Responsible for managing the processes associated with client transactions.
In this role, you will:
- Maintain the highest standard of excellence in client service by attending to client enquiries and requests.
- Attend face to face and virtual client meetings as requested by the Relationship Manager.
- Take Ownership of any client enquiries and requests providing a response in a timely, comprehensive manner.
- Manage the HSBC “Know Your Customer Program” and ensure that all client-service related activities are fully in compliance with the processes and procedures contained in it.
- Ensure that any data input is dealt with in a timely manner and in correct and consistent format.
- Achieve compliance with all Group Standards, manuals and guidelines.
- Ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.
- Process all payment and transfer requests in accordance with procedures and within given timescales.
- Act as first point of contact for queries regarding credit and debit cards and secondary client contact for all other enquiries.
- Prompt and appropriate action taken to address client feedback/complaints.