Client Service Executive, International

Job description

Role Title: Client Service Executive, International
Business: Global Private Banking
New or Existing Role? New
 
Role Purpose
Client facing role providing dedicated operational support to one or more Relationship Managers as required.
Main point of contact for all day to day client requests and enquiries, ensuring that quality service is provided at all times.
 
Key Accountabilities
Impact on the Business
Effect all payment, transfer and static data amendment requests in accordance with procedures and within given timescales.
Co-ordinate credit applications with Credit Advisory.
Develop and maintain knowledge of the full PBGB proposition including investments, banking and insurance.
Support your Relationship Manager/s & associated staff to deliver full market leading private bank products and services to clients.
Explain operational matters to clients.  Develop client’s awareness, understanding and ability to comply with our operational requirements.
 
Customers / Stakeholders
Client facing position – actively involved in client relationship management including banking queries, account opening, investment administration and day to day requirements.
Ensure that any data input is dealt with in a timely manner and in correct and consistent format
Participation in client meetings and preparation of detailed call reports where required.
Help to develop AUM business.
Assist team with building, maintaining and retaining client relationships.
Ownership of KYC and account opening process for International clients and related client queries.  Develop knowledge of onshore and offshore documentation suite.
 
Leadership & Teamwork
Work collaboratively across peer group and organisation.
Foster strong relationships across the international team (including our colleagues in other jurisdictions).
Be flexible and dynamic with support to wider client service team.
 
Operational Effectiveness & Control
General account support, maintenance and monitoring of daily reports, loan monitoring and SEI activity.
Control of workflow processes, adhering to all associated procedures.
Actively manage area of organisation to minimise any losses and control weaknesses, working with such teams as appropriate in the UK and offshore.
Ensure adherence to specific account opening and other controls as they may apply from time to time.
·         Undertake project work as identified.
 
Major Challenges
Ability to prioritise and work accurately under pressure and within strict deadlines.
Support the International team with on boarding new business.
Actively endorse and display expected HSBC, GPB, and PBGB cultural behaviours.
Establish strong working relationships across your internal peer groups.
Achieve strong client and relationship manager feedback on your performance.
Establish market leading standards of service and product delivery across your target client base.
 
Role Context
·         Relationship management operational support, providing a highly professional, competent and skilled service.
·         Support the Relationship Manager in the delivery of outstanding performance (client service, financial return, behavioural expectations, and adherence to internal/regulatory procedures and controls).
·         Exercise any/all delegated authorities with due care and diligence.
 
Management of Risk
·         Be aware of the operational risks associated with your role and act in a manner that takes account of operational risk considerations.
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which you are involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy. 
 
Observation of Internal Controls
·         Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Comply with Group Private Banking Client Policy at all times.

Desired profile

Knowledge & Experience / Qualifications
·         Russian language skills are required
·         Client servicing experience preferably with knowledge and experience of investment and banking systems and procedures.
·         Excellent time management skills, well organised and ability to prioritise.
·         Strong client focus.
·         Strong teamwork ethic
·         Strong communication skills
 
 
Within HSBC certain roles are designated as Enhanced Vetting Roles. For these roles, all internal and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the Enhanced Vetting role, on an on going basis. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.
This role has been designated as a Enhanced Vetting Role.
For more information about the relevant additional checks for this role please contact the hiring manager
  
We are an equal opportunity employer and are committed to creating a diverse environment.