at HSBC
OtherPosted 2 days ago
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**Premier Service Manager** supports elite clients and PRMs, ensuring exceptional service, sales success, and operational excellence in HSBC's wealth management. Key responsibilities include high-quality client support, process management, team collaboration, and risk management. Requirements: 3+ years in banking, proven customer service and sales support, excellent communication skills, and a strong business focus. Degree required, postgraduate degree an advantage. Familiarity with AI-enabled tools is beneficial. Mandatory AML and sanctions training.
- Compensation
- Not specified
- City
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- Country
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Currency: Not specified
Full Job Description
Some careers open more doors than others.
If youre 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 Descriptor:
International Wealth and Premier Banking (IWPB) helps deliver on HSBCs 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 worlds 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.
Role Purpose:
As a Premier Service Manager (PSM), youll deliver exceptional service and support to our Premier Relationship Managers (PRMs) and their elite client base. Youll play a pivotal role in enhancing customer loyalty, supporting sales targets, and ensuring operational excellence in a highly competitive market.
Key Responsibilities:
- 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.
What Were Looking For:
- 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.
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.
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
