Client Service Executive Global Private Banking, HSBC

HSBC

Location:
India, Chennai

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC is seeking a Client Service Executive within the Global Private Banking division for South India. This role involves supporting Premier Relationship Managers, delivering exemplary customer service, managing wealth management systems, ensuring compliance with regulations, and contributing to the operational effectiveness of the team while fostering collaboration and integrity.

Job Responsibility:

Assist the Top Tier RM’s to achieve the AOP sales targets
Manage the Service Proposition for the Premier customers
Manage all processing in relation to the Wealth Management System
Ensure audit & compliance while processing customer requests
Manage all back-office functioning in relation to Premier Clients
Assist in creating and maintaining the Premier centre environment where the team maximises performance & provides highest quality service in line with the Target Operating Model (TOM) as defined by Group
Assist the TTRM’s in maintaining the required contact frequency with customers
Conduct Customer Focused Discussions
Assist the TTRM in organizing events as and when required
Refer the attrition cases to TTRM immediately
Coordinate with cross functional teams to manage Premier TAT / customer expectations
Manage the desk (including required contact activity) in the absence of the TTRM
Act as a guide to other teams on matters related to operations and service
Zero discrepancies on documentation for new Liability & Wealth accounts
Ensure 100% accuracy on all KYC and Non KYC documentation and processing of customer instructions
Ensure all entries captured on WMS are error free and that the entries are reconciled everyday
Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times
Maintain awareness of operational risk and minimize the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting in accordance with section B.1.2 of the Group Operations FIM
Comply with applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations
Support operations and reporting related to AML and sanctions procedures

Requirements:

3+ years’ experience
Has exceptional and updated knowledge of Banking products, systems and processes
Is well organized and depicts professional image
Displays extra-ordinary Business focus and customer orientation and provides exemplary service
Is self-motivated and has the drive to overachieve on goals and targets set out
Displays close bonding with immediate team members and skillful association with support group colleagues
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by country
Minimum Graduation or as required for the role, whichever is higher

What we offer:

Flexible working
Opportunities to grow within an inclusive and diverse environment
Continuous professional development

Additional Information:

Job Posted:
June 09, 2025

Expiration:
June 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Service Executive Global Private Banking

HSBC

Location:India, Chennai

Category:Banking

Contract Type:Employment contract