HSBC Group

Global Private Banking & Wealth

HSBC Global Private Banking helps high net worth and ultra high net worth clients manage, grow and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

In this role, you will:

• Maintain the highest standard of excellence in client service by attending to client enquiries and requests
• Prompt and appropriate action taken to address client feedback/complaints.
• Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and ensures smooth coordination with processing departments
• Build and maintain positive and productive working relationships internally and externally
• Ensure 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
• Ensure that all client-service related activities are fully in compliance with the processes and procedures
• Ensure smooth coordination with processing departments

Qualifications

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

·         Minimum of Bachelor’s degree in business, finance, related field or equivalent experience

·         Proven and progressive private banking experience or equivalent

·         Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills

·         Good understanding of the major products/services available in the private banking industry

·         IT Skills – knowledge of Microsoft Office Applications

·         Excellent communication skills

·         A good team player with drive for success and achievement