HSBC
Client Service Executive - Private Bank - 16 Month Secondment
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If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.
Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages.
We are currently seeking a motivated individual to join our team as a Client Service Executive on a 16-month Secondment basis. In this role you will be 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. You will provide support to the High Net Worth Relationship Management team in delivering high quality client service to customer base. Responsible for managing the processes associated with client transactions.
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In this role you will:
- Attend face to face and virtual client meetings as requested by the Relationship Manager.
- Ensure that any data input is dealt with in a timely manner and in correct and consistent format.
- 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.
- Take prompt and appropriate action to address client feedback/complaints.
To be successful in this role you should meet the following requirements:
- Demonstrated track record of providing excellent client service to High Net Worth Individuals within either a Private Banking or Wealth Management environment – essential
- Proven ability to communicate with senior business stakeholders.
- Experience of working in a dynamic, pressurised environment.
- Excellent time management, well organised and ability to prioritise.
- Ability to work under pressure and stick to tight deadlines, while maintaining high level of accuracy and attention to detail.
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To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please click this link.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via hsbc.recruitment@hsbc.com.
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