Description
Client Service Executive
Some careers have more impact than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
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 Private Banking team, working together with colleagues to define, manage and achieve divisional business targets.
In this role, you will:
- Support senior management in identifying strategies to maintain/enhance overall relationship return and ensure early identification of potential credit issues
- Support the achievement against targets for revenue generation, product alignment, customer satisfaction and cost containment
- Provide high quality industry sector, competitor and client level analysis to support business development, portfolio management and credit risk assessment
- Identify marketing opportunities, undertaking appropriate analysis and preparation of proposals, presentations and pitches for new products and services.
- Provide general support in servicing client relationships and enhancing income generation.
- Prepare briefing notes in advance of key client meetings
- Act as primary point of contact for clients and internal colleagues
- Work on the preparation of structured and focused application remarks for clients within the sectors, covering annual reviews and new money proposals.
- Complete review and submission of credit risk returns including limit excess/exception, security/documentation outstanding, monthly credit control reports etc.
- Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved.
- Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
- The role holder may have client management support responsibilities
The tasks for this role will include some or all of the following:
- Continuously improving the client experience
- Achieving completion of service requests
- Protecting the Bank by acting as First Line of Defense and observing all controls
- Multi-jurisdictional client support to HSBC's Relationship Management and Acquisition teams and facilitates client review, renewal, maintenance and exit activities across all HSBC products
- Coordination and completion of key operational activities, whilst providing regulatory expertise and risk management assistance.
- Being the point of contact for client relationship managers and clients from an onboarding, account maintenance and Customer Due Diligence perspective
- Responsible for the oversight and co-ordination of new business on-boards, KYC Renewals and remediation projects, existing client maintenance and facilitation of client exits as well as supporting the client relationship managers with any relationship tasks.
You'll achieve more when you join HSBC.
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 Hong Kong and Shanghai Banking Corporation Limited.