Job description

Requirements

  • Entry level
  • No Education
  • Salary to negotiate
  • GUERNSEY GUERNSEY GUERNSEY

Description

Client Service Executive, Direct and PWS : 0000DRD0
Description

Role Title: Client Service Executive, Direct and PWS

Business: Private Banking

New or Existing Role? New

Grade: GCB6

Role Purpose

Client-facing:

- 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.
- Client Support:
- 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.
- The tasks for this role will include some or all of the following:
- 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.
- The tasks for this role will include some or all of the following:
- Continuously improving the client experience
- Achieving completion of service requests
- Protecting the Bank by acting as First Line of Defence 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


Qualifications


As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.


We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.


https://www.hsbc.co.uk/1/2/popups/uk-privacy-statement#/overview


Job Field
: Private Banking
Primary Location
: Europe-Guernsey-Guernsey-Guernsey

Schedule
: Full-time Shift
: Day Job
Type of Vacancy : Global vacancy
Job Posting
: 04-Dec-2019, 16:11:50 Unposting Date
: 18-Jan-2020, 23:59:00

  • economists and finance

About the company

HSBC is one of the world’s largest banking and financial services organisations. We serve around
48 million customers through four Global Businesses:

• Commercial Banking
• Retail Banking and Wealth Management
• Global Banking and Markets
• Global Private Banking

Our network covers 72 countries and territories in Europe, Asia, the Middle East and North Africa, North America and Latin America.

With around 6,100 offices worldwide, we aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions.

HSBC is listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges.

Specialties: Banking, Financial Services, International Finance and Banking, Wealth Management, Corporate and Business Banking.