Client Service Executive

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HSBC International Wealth and Premier Banking aim to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

This role is a part of the relationship management team and a key support role to provide outstanding customer experience to the valuable GPB clients and increase Relationship Manager 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. 

In this role, you will:

• Provide high quality sales support to a team of GPB RM’s focused on getting appointments for RM’s and support in servicing their clients.
• Reduce the time spent on process and administrative tasks by RM’s to increase capacity.
• Support RM’s to manage client contact and service, including, in the absence of RM, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact.
• Provide sales support to RM’s including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement.
• Handle client’s enquiries and complaints relating to the RM portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries and complaints at the first point of contact and minimize referrals to the RM for routine transactions.
• Proactively respond to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact.
• Maintains a basic understanding and technical knowledge of relevant products and services.
• Support RM’s to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up.

To be successful in the role, you should meet the following requirements:

• Prior experience working in financial industry and excellent understanding of core products, GPB proposition, and familiar with retail and wealth product processes
• Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills
• Solid knowledge of appropriate branch operational procedures
• Money Laundering Awareness Certificate preferred
• Knowledge of relevant regulatory governance in market
• A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).

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Issued by The Hong Kong and Shanghai Banking Corporation Limited.