Central, Hong Kong Island, Hong Kong
5 days ago
Client Service Executive Team Lead - Global Private Banking

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC 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 future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Client Service Executive Team Lead.

Principal Responsibilities

In this role you will

Actively manage the day-to day servicing and processing activities to ensure Client Service Executive (“CSE”) are delivering high and consistent level of client servicesAct as the first escalation point for CSE day to day work especially on Operational feedback/ challenges and processesMaintain strong supervisory oversight and follows through with CSE on outstanding client matters and Operational challenges focusing on risk, control, CDD/KYC and account operation etcDesign and Review CSE training content. Coach and nurture CSEs in any Operational process and Change initiatives included Digitalization, Streamlining and any Bank initiatives etcEnsures CSE alignment to strategic Private Banking agendaRepresent Business to actively participate in UAT, drive and implement Process Improvement, Procedure reviews and / or initiatives where it impacts the Front office staff especially CSE teamDrive dialogues with the respective Business Heads and Head of CSE TL to determine optimal CSE capacity resources planningBe responsible for end-to-end CSE hiring process including to source good talents, conduct interviews to drive consistency in new joiner CSE’s onboarding experience. And to maintains ongoing people development dialogues with CSE
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