Client Service Executive - Ultra High Net Worth

Some careers shine brighter than others. 

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. 

Our Global Private Banking business provides banking, investment and wealth management solutions to help High Net Worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

We are currently seeking an ambitious individual to join our team as a Client Service Executive-Ulta High Net Worth .

Responsible for managing the processes associated with client transactions including new account openings, securities transactions, payments, general account maintenance, customer account changes and account closings.

Role Purpose

Provides support to the Relationship Management team in delivering high quality Client Service to customer base. Responsible for managing the processes associated with client transactions.

In this role, you will:

• Maintain the highest standard of excellence in Client Service by attending to client enquiries and requests.
• Attend face to face and virtual client meetings as requested by the Relationship Manager.
• 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.
• Ensure that any data input is dealt with in a timely manner and in correct and consistent format.
• Process all payment and transfer requests in accordance with procedures and within given timescales.
• Act as first point of contact for queries regarding credit and debit cards and secondary client contact for all other enquiries.
• Prompt and appropriate action taken to address client feedback/complaints.

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

• Fluent communication both verbal and written in English.
• Experience of providing excellent client service to Ulta High Net Worth Individuals.
• Experience of communicating with senior business stakeholders.                                      
• Experience of working in a Client facing position is essential.
• Excellent time management, well organised and ability to prioritise..
• Ability to work under pressure and stick to tight deadlines, while maintaining high level of accuracy and attention to detail.

This role is being offered on a hybrid bases, London Office being the base location.

You’ll achieve more when you join HSBC.

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.

If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500