
at HSBC
OtherPosted 5 days ago
No clicks
**Premier Service Manager** oversees high-touch support for elite clients, collaborating with Relationship Managers. Key responsibilities include: - **Client Service**: Provide exceptional sales service, manage appointments, meetings, and events; handle client requests (first-contact resolution), and flawlessly execute banking tasks on the **Wealth Management System**. - **Operational Excellence**: Ensure 100% process accuracy, identity management, and risk identification; maintain high standards of **AML, Sanctions, and regulatory compliance**. - **Teamwork & Collaboration**: Tighten coordination with teams and supportive functions, mentor colleagues, and step in for management absences. Bring 3+ years in banking, proven client servicing, excellent communication, and proficiency in banking systems. Bachelor's degree preferred. Mandatory: **Anti-Money Laundering** training.
- Compensation
- Not specified
- City
- Not specified
- Country
- India
Currency: Not specified
Full Job Description
- Client Service & Support:
- Provide high-quality sales and service support to PRMs, including appointment scheduling, client enquiries, and event organization.
- Manage all processing related to the Wealth Management System and back-office functions for Premier clients.
- Ensure timely and accurate handling of client requests, aiming for first-contact resolution.
- Operational Excellence:
- Ensure all processes comply with HSBC policies, regulatory requirements, and internal controls.
- Maintain 100% accuracy in KYC and documentation for new accounts and transactions.
- Proactively identify and escalate operational risks and compliance issues.
- Collaboration & Teamwork:
- Work closely with branch teams, call centers, and support functions to deliver a seamless client experience.
- Act as a guide and mentor to other PSMs and team members on service and operational matters.
- Step in as Acting Customer Service Manager/Desk Branch Manager in their absence.
- Risk & Compliance:
- Adhere to AML, Sanctions, and regulatory guidelines.
- Remain vigilant for unusual activities and promptly report any concerns.
- Complete all mandatory compliance training within required timeframes.
- Experience:
- Minimum 3 years in banking or financial services, with strong knowledge of banking products, systems, and processes.
- Proven track record in customer service and sales support.
- Skills:
- Excellent communication, organizational, and problem-solving skills.
- Strong business focus and customer orientation.
- Ability to work effectively in a team and manage multiple priorities.
- Qualifications:
- Bachelors degree required; postgraduate qualification is a plus.
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.




