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Client Service Executive - Fixed-term contract 6 months
HSBC Private Bank (Suisse) SA
July 12, 2018
The role's main responsibilities include acting as primary point of contact for clients externally and clients internally for flow transactional banking elements with the client base, as well as be working closely with relationship and product teams across the world.This role supports the senior staff within sector/country to deepen client relationships and improve income generation through focused business development activities.
The role holder provides multi-jurisdictional client support to HSBC's Relationship Management and Acquisition teams and facilitates client review, renewal, maintenance and exit activities across all HSBC products. The client management support function is responsible for the coordination and completion of key operational activities, whilst providing regulatory expertise and risk management assistance. The main responsibilities may include being the point of contact for client relationship managers and clients from an onboarding, account maintenance and Customer Due Diligence perspective. Accordingly the role holder might also be responsible for the oversight and co-ordination of new business on-boards, KYC Renewals and remediation projects, existing client maintenance and facilitation of client exits as well as supporting the client relationship managers with any relationship tasks.
The role holder may have client-facing responsibilities:
Support senior management in identifying strategies to maintain / enhance overall relationship return and ensure early identification of potential credit issues
Support the achievement against targets for revenue generation, product alignment, customer satisfaction and cost containment
Increase HSBC's share of wallet with our clients
Provide high quality industry sector, competitor and client level analysis to support business development, portfolio management and credit risk assessment
Identify marketing opportunities, undertaking appropriate analysis and preparation of proposals, presentations and pitches for new products and services.
Provide general support in servicing client relationships and enhancing income generation.
Prepare briefing notes in advance of key client meetings
Act as primary point of contact for clients and internal colleagues
Work on the preparation of structured and focused application remarks for clients within the sectors, covering annual reviews and new money proposals.
Complete review and submission of credit risk returns including limit excess/exception, security/documentation outstanding, monthly credit control reports etc.
Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved.
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
The role holder may have client management support responsibilities:
Continuously improving the client experience
Achieving completion of service requests
Protecting the Bank by acting as First Line of Defense and observing all controls
Multi-jurisdictional client support to HSBC's Relationship Management and Acquisition teams and facilitates client review, renewal, maintenance and exit activities across all HSBC products
Coordination and completion of key operational activities, whilst providing regulatory expertise and risk management assistance.
Being the point of contact for client relationship managers and clients from an onboarding, account maintenance and Customer Due Diligence perspective
Responsible for the oversight and co-ordination of new business on-boards, KYC Renewals and remediation projects, existing client maintenance and facilitation of client exits as well as supporting the client relationship managers with any relationship tasks.
Certifications, Qualifications & Experience:
Education business, finance, related field or equivalent experience
Minimum of two years proven and progressive private banking or equivalent
Proven customer service, communications, sales, analytical, organizational, and planning skills
Good understanding of the major products/services available in the private banking industry
Credit Skills – ideally obtained in an area dealing with HNW individuals/Business Banking
IT Skills – knowledge of Microsoft Office Applicatioans and Avaloq
Excellent communication skills
A good team player with drive for success and achievement.
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 an Enhanced Vetting Role.
We are an equal opportunity employer and are committed to creating a diverse environment.