Job Description

Principal Responsibilities

• Maintain the highest standard of excellence in client service by attending to client enquiries and requests
• Explain operational matters to clients. Develop client's awareness, understanding and ability to comply with our operational requirements
• Prompt and appropriate action taken to address client feedback and complaints
• Manage the HSBC Know Your Customer Program and ensure that all client service related activities are fully in compliance with the processes and procedures contained in it
• Provide support to the Offshore Representative Offices. Receive, manage and log faxed transaction instruction from Representatives. Answer calls from Representatives and clients and provide guidance
• Build and maintain positive and productive working relationships internally and externally
• Ensure that any data input is dealt with in a timely manner and in correct and consistent format
• Adhere to the selling process and sales quality requirements. Achieve compliance with all Group Standards, manuals and guidelines
• Ensure that all credit applications meet deadlines

• Experience in private banking as a client service executive or similar background in client servicing
• 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 drive for success and achievement