Client Service Executive - Private Bank
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Transatlantic Cost of Living & Purchasing Power Benchmark
Position Overview & Specifications
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
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.
To be successful in the role, you should meet the following requirements:
- Experience of working in a client facing position is essential.
- Experience of providing excellent client service to High Net Worth Individuals.
- Experience of communicating with senior business stakeholders.
- Experience of working in a dynamic, pressurised environment.
- Strong administrative skills.
- Excellent time management, well organised and ability to prioritise.
- Excellent communication skills.
- A good team player with drive for success and achievement.
- Ability to work under pressure and stick to tight deadlines, while maintaining high level of accuracy and attention to detail.
This role is being offered on a hybrid bases, London Office being the base location
You’ll achieve more when you join HSBC.
https://mycareer.hsbc.com/external
HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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