Client Service Executive Team Lead - Global Private Banking

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.

International Wealth and Premier Banking (IWPB) 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. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

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

Principal Responsibilities

In this role you will

• Actively manage the day-to day servicing and processing activities to ensure Client Service Executive (CSE) are delivering high and consistent level of client services
• Act as the first escalation point for CSE day to day work especially on Operational feedback/ challenges and processes
• Maintain strong supervisory oversight and follows through with CSE on outstanding client matters and Operational challenges focusing on risk, control, CDD/KYC and account operation etc
• Design and Review CSE training content. Coach and nurture CSEs in any Operational process and Change initiatives included Digitalization, Streamlining and any Bank initiatives etc
• Ensures CSE alignment to strategic Private Banking agenda
• Represent Business to actively participate in UAT, drive and implement Process Improvement, Procedure reviews and / or initiatives where it impacts the Front office staff especially CSE team
• Drive dialogues with the respective Business Heads and Head of CSE TL to determine optimal CSE capacity resources planning
• Be responsible for end-to-end CSE hiring process including to source good talents, conduct interviews to drive consistency in new joiner CSE's onboarding experience. And to maintains ongoing people development dialogues with CSE

To be successful you will need

• Related experience within Private banking licensed
• To be a self-starter with proven ability to make balanced and independent decisions
• Excellent communication skills and problem-solving skills
• Good knowledge of Private Bank Industry practices, products, services and controls
• Attention to detail and ability to think out of the box
• Excellent interpersonal skills and stakeholder management skills
• Established People Management and/or with proven coaching and leadership experiences

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to

Opening up a world of opportunity

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.