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.
Business Description:
International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking 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.
Principal Responsibilities
- Provide sales, administrative and client-servicing support to PRMs.
- Arrange client appointments and support portfolio growth objectives.
- Handle routine client enquiries promptly, resolving them at first contact where possible.
- Support financial reviews, product solutions, sales documentation, data input and reporting.
- Manage the Premier desk when the PRM is unavailable and coordinate with relevant support teams.
- Maintain accurate client records and ensure timely follow-up.
- Assist with Premier events and escalate attrition risks, complaints and complex matters.
- Follow HSBC policies, regulatory requirements and internal controls, including KYC, AML, sanctions, CDD and EDD requirements.
- Identify opportunities to improve processes and enhance the client experience.
Role Requirements / Qualifications / Experience
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- Experience in branch banking, customer service, relationship support, wealth management or financial services.
- Good knowledge of retail banking and wealth-management products, systems and processes.
- Strong communication, organisation, problem-solving and stakeholder-management skills.
- Ability to manage competing priorities while supporting multiple PRMs.
- High attention to detail and commitment to accurate processing and documentation.
- Understanding of operational risk, compliance, AML, sanctions and customer due-diligence requirements.
- Client-focused, proactive and professional approach.
Pro Tip: Familiarity with AI-enabled tools is an advantage.
Additional Information: Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.
You'll achieve more at HSBC
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, India