Client Service Executive Team Lead - Private Banking

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

In this role you will:

• Serve as the primary contact for high net worth or ultra high net worth individual clients, handling client's enquiries, requests, and flow transactional banking needs.
• Support Relationship Managers in business development activities, taking client's order, and to prepare and conduct daily transactions, ensuring accuracy and promptness.
• Maintain the highest standard of excellence in client service, ensuring account opening documents and credit applications are complete, accurate, and meet all requirements and deadlines.
• Ensure all client-service activities comply with internal processes, procedures, and controls, with a focus on risk, control, CDD/KYC, and account operations.
• As a People Manager, lead and supervise the CSE team, providing coaching, nurturing, and operational support, included but not limited to process changes and initiatives.
• Maintains strong supervisory oversight and act as the first escalation point for CSE day to day work especially on business processes, operational feedback/ challenges focusing on risk, control, CDD/KYC and account operation etc.
• Engage to design, review, and deliver CSE training content; drive consistency in CSE onboarding experience and ongoing people development. Identify talents and oversee end-to-end CSE hiring process.

To be successful you will need:

• Bachelor's degree in business, finance, or related field, or equivalent experience.
• Solid years of progressive private banking experience; must be licensed
• Demonstrated customer service, communication, sales, analytical, organizational, and planning skills.
• Solid understanding of private banking industry practices, products, services, and controls.
• Credit skills, ideally with experience serving high net worth individuals or business banking clients.
• Proven people management, coaching, and leadership experience.
• Strong interpersonal, stakeholder management, and problem-solving abilities
• Proficiency in technology, including Microsoft Office applications, and excellent communication skills in Cantonese and English.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to ( Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ).

Opening up a world of opportunity

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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