Client Services Executive

4 weeks ago


UAE, United Arab Emirates HSBC Full time

-Job description

**Client Services Executive, Private Banking (ID: 0000KTOV)**

Some careers prize diversity more than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking (GPB), to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
This role is a part of the relationship management team and a key support role to provide an outstanding customer experience to the valuable GPB clients and increase Relationship Manager (RM) client facing time. The role provides dedicated support to a team of Relationship Managers in the overall achievement of their KPIs, covering activity management, client satisfaction, sales quality, acquisition, recurring income and total relationship growth of their portfolios.

We are currently seeking an ambitious individual to join our Private Banking team, working together to provide a world class service to our most valuable clients.

**In this role, you will**:

- Provide the highest standards of service to our clients, acting as the first point of contact for enquiries and requests.
- Support relationship managers with the acquisition, onboarding and servicing of their clients.
- Completely represent the RM in all client dealings and be a fully dependable resource.
- Assist RMs in taking orders and preparing daily transactions accurately and promptly.
- Handle client’s enquiries and complaints relating to the RM portfolio in a positive, timely, and appropriate manner.
- Provide all administrative assistance to RM Team in terms of Call Report filing, Travel arrangements, annual Reviews, client profile generation and on-boarding.
- Ensure client KYC and CDD is completed and kept up to date by supporting relationship managers with ongoing client reviews.
- Maintain high standards of control and operational practices in line with HSBC’s expectations.
- Ensure that sales & operations are undertaken in accordance with FIM, BIM and Credit Policy lending guidelines.
Requirements

**To be successful in the role, you should meet the following requirements**:
**Knowledge / Experience**
- Prior experience in Private Banking or Wealth Management.
- Understanding of relationship management systems (CRM and RM Platform etc.).
- Solid knowledge of appropriate branch operational procedures.
- Knowledge of relevant regulatory governance in market.
- Knowledge of the Bank’s lending systems such as CARM, CLM & Security Processing, when applicable to the markets.
- Knowledge of local and Group compliance regulations.
- An understanding of Banking, Investment and Credit products.
- Team player with collaborative skills.
- Money Laundering Awareness Certificate held.
- Excellent communication skills.
- Graduation degree is a must to secure a UAE Visa and Work Permit.

**You’ll achieve more at 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.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.


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