
Assistant Private Banker
7 days ago
**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
**Requirements**:
- 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
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