Client Service Executive Team Leader - Private Banking

About the role

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow and preserve their wealth. It is looking for a Client Service Executive Team Leader to supervise and manage a team of client service executives, ensuring consistent, high-quality client service. The role also involves handling client enquiries and requests and supporting offshore representative offices.

Key responsibilities

• Supervise and manage a team of client service executives in private banking to ensure quality and consistent client service.
• Attend to client enquiries and requests, explain operational matters to clients and help them understand and comply with operational requirements.
• Promptly address client feedback and complaints.
• Manage the HSBC Know Your Customer program so that client service activities comply with its processes and procedures.
• Support offshore representative offices: receive, manage and log faxed transaction instructions, answer calls from representatives and clients and give guidance.
• Build and maintain positive working relationships internally and externally.
• Handle data input in a timely manner, in the correct and consistent format, and adhere to selling process and sales quality requirements.
• Ensure compliance with Group standards, manuals and guidelines, and that credit applications meet deadlines.

Required profile

• Seasoned experience as a private banking client service executive or similar client servicing background.
• Good understanding of private banking services and products.
• Credit skills and experience, focusing on high net worth individuals or business banking.
• Excellent communication, analytical, organizational and planning skills.
• Team player with a drive for success and achievement.
• The chosen candidate must undergo enhanced vetting, subject to local laws, with additional checks during recruitment and on an ongoing basis.