Client Services Executive
Core
Deliver high-standard client service, operational support, and compliance management for high net worth and ultra-high net worth clients in Private Banking.
Role type
Client Services Executive (Private Banking)
Builds
Client service operations and compliance workflows for HSBC Global Private Banking
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Private banking client servicing, High Net Worth Individual (HNWI) credit skills, operational compliance management, transaction instruction processing, internal/external relationship management, data entry accuracy, sales process adherence
Preferred skills
Business banking experience, wealth and succession planning knowledge, philanthropy support experience
Responsibilities
Attend to client enquiries and requests, explain operational matters to clients, manage client feedback and complaints, manage Know Your Customer (KYC) programs, receive and log transaction instructions from offshore representatives, answer calls from representatives and clients, ensure timely and consistent data input, adhere to selling process and sales quality requirements
Seniority
Individual Contributor (IC), entry to mid-level