Client Services Executive Full Time

In this role, you will:
•    Provide the highest standards of service to our clients, acting as the first point of contact for enquiries and requests.

•    Support relationship managers with the acquisition, onboarding and servicing of their clients.
•    Completely represent the RM in all client dealings and be a fully dependable resource.
•    Assist RMs in taking orders and preparing daily transactions accurately and promptly.
•    Handle client’s enquiries and complaints relating to the RM portfolio in a positive, timely, and appropriate manner.
•    Provide all administrative assistance to RM Team in terms of Call Report filing, Travel arrangements, annual Reviews, client profile generation and on-boarding.
•    Ensure client KYC and CDD is completed and kept up to date by supporting relationship managers with ongoing client reviews.
•    Maintain high standards of control and operational practices in line with HSBC’s expectations.
•    Ensure that sales & operations are undertaken in accordance with FIM, BIM and Credit Policy lending guidelines.

To be successful in the role, you should meet the following requirements:
Knowledge / Experience
•    Prior experience in Private Banking or Wealth Management.
•    Understanding of relationship management systems (CRM and RM Platform etc.).
•    Solid knowledge of appropriate branch operational procedures.
•    Knowledge of relevant regulatory governance in market.
•    Knowledge of the Bank’s lending systems such as CARM, CLM & Security Processing, when applicable to the markets.
•    Knowledge of local and Group compliance regulations.
•    An understanding of Banking, Investment and Credit products.
•    Team player with collaborative skills.
•    Money Laundering Awareness Certificate held.
•    Excellent communication skills.
•    Graduation degree is a must to secure a UAE Visa and Work Permit.