HSBC Group

·    People responsibility: N

·    Report to: VP Client Service

·    Job content:

- Acting as primary point of contact for high net worth individual clients externally and clients internally for flow transactional banking elements with the client base

- Supports Relationship Managers to deepen high net worth individual client relationships and improve income generation through focused business development activities

- Provide support to ensure high net worth client account opening documents are complete and accurate and requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format

- Provide support to ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it

- May be involved in the credit application process by ensuring that all credit applications meet deadlines

- Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely, and ensures smooth co-ordination with processing departments on migrated processes

- In liaison with back office and branch operations to complete daily routine

- Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests