Account Manager - Private Bank UK

Account Manager - Private Bank UK London, England

HSBC
Full Time London, England 10.56 - 12.04 GBP Today
Job description

Job description

Some careers have more impact than others

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

About the Role:
The role's main purpose includes acting as primary servicing point of contact for HNW or UHNW individual clients externally and stakeholders internally to provide services and execute tasks to ensure the highest levels of customer and Senior RM satisfaction in line with regulatory requirements and bank policy.

This role may also require managing a portfolio of accommodation accounts/relationships with an objective of ensuring standard services are provided and where there are possibilities to deepen the relationship, these opportunities are identified and reported to Relationship Managers for action.

Key Responsibilities Include but not Limited to:

  • The role holder will have client-facing responsibilities for accommodation accounts and for other types of accounts he will be assisting the RMs in such responsibilities
  • Maintain the highest standard of excellence in client service by attending to HNW/UHNW requests
  • Ensures client account opening documents are complete and accurate, requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format
  • Where required assist in the credit application process by ensuring that all credit applications meet deadlines
  • Support the achievement against targets for revenue generation, product alignment, customer satisfaction and cost containment
  • Fully understands clients’ objectives and needs and ensure these objectives and needs are met
  • Ensure clients are aware of their level of risk in comparison to their risk tolerance and risk appetite
  • Support in the preparation of proposals, presentations and pitches for new products and services
  • Complete review and submission of credit risk returns including limit excess/exception, security/documentation outstanding, monthly credit control reports etc
  • Ensure the bank always delivers fair outcomes for customers and ensure own conduct meets all requirements and expectations
Requirements

Key Skills & Experience:

  • Extensive experience in Private Banking in Relationship Management related position(s)
  • RDR Level 4 qualification or equivalent.
  • Solid understanding of financial products, markets and lending and a good understanding of sophisticated products such as derivatives, structured products and futures
  • Excellent communication skills with customers and colleagues
  • Fluency in English is essential – fluency in Arabic is desirable.
  • Experience of working with Middle Eastern & North Africa clients (MENA).
  • Good understanding of how a private bank functions as far as transaction processing, customer documentation, cross border rules, financial crime compliance and account opening.
  • Team player and spirit is a must.
  • IT literate with strong knowledge of programmes such as word, excel and power point, and ideally Avaloq.

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you

Account Manager - Private Bank UK
HSBC

www.hsbc.com
London, United Kingdom
Noel Quinn
$10+ billion (USD)
10000+ Employees
Company - Public
Banking & Lending
Finance
1865
Related Jobs

All Related Listed jobs

Holiday Home Sales Advisor
Parkdean Resorts Skegness, England 24333 - 55000 GBP ANNUAL Today

Using Salesforce - a fantastic video tool to catch up with customers, set appointments and engage with Owners. A full driving licence (desirable).

Store Manager - Nottingham
Molton Brown UK Nottingham, England 30000 GBP ANNUAL Today

A quarterly store bonus scheme up to 1.25% of retail sales if store targets are reached. Has strong strategic and analytical thinking in seeking activity to

Weekend Cleaner / Breakfast Server
Brookfield Nursing Home Manchester, England 10.42 GBP HOURLY Today

Duties included assisting the kitchen staff to serve the residents breakfast / wash pots and the general cleaning of the Nursing Home.

Transport Supervisor
Greggs Amesbury, England 41885 GBP ANNUAL Today

On top of leading the department to make sure its safe for our staff and customers, and legally compliant, youll get involved in all sorts; scheduling routes

ECTU Clinical Trials Administrator
University of Edinburgh Edinburgh, Scotland Today

You will be responsible for ordering requirements, deliveries of goods, storage of goods, processing of invoices and expense claims in relation to the trials,