Client Service Executive

6 months ago


Jersey, United Kingdom HSBC Full time

-Job description

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.

The role will provide day to day support to Private Banking Relationship Managers (RMs) and High Net Worth (HNW) and Ultra High Net Worth (UHNW) client queries or requests. This is an ideal role for someone who is looking to take an early step in their Private Banking career where you will gain significant exposure to a range of HNW and UHNW clients, who will often have complex banking requirements.

As an HSBC employee Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

**In this role you will**:

- Input client payments, validating instructions and payment approval, call backs and “sending on” for processing.
- Handle instructions for any securities transactions, which may include input and release.
- Coordinate customer account changes, account closings, ad hoc statements, performance reports, valuations etc.
- Draft periodic reviews and credit reviews with the RM - some direct client contact may be necessary.
- Assist RM with business development initiatives, possibly identifying prospects, attending / organising events or client attendance at events.
Requirements

**To be successful in this role you should meet the following requirements**:

- Experience of working directly with clients on day-to-day administration within a Wealth context, for example; undertaking call backs to clients for outward payments, resolving client queries - essential
- Private Banking experience - desirable
- Basic knowledge of securities and transaction banking - desirable
- Excellent communication skills in all forms
- A willingness to get involved in the day-to-day details, and an eagerness to learn and develop

This role is based in Jersey, Channel Islands.

Opening up a world of opportunity

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

Telephone: +44 207 832 8500



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