Associate Vice President Client Service Executive, Global Private Banking North India by TipTopJob

TipTopJob (June-2013 से पंजीकृत) ने 13 घंटे पहले इस नौकरी को पोस्ट किया था

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global 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 Wealth Management leads the Asia:Pacific implementation of our global strategy to deliver world:class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs:based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services
We are currently seeking an experienced professional to join the HSBC Private Banking (PB) India team.
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Job Introduction
This role is a part of the PB relationship team, and a key relationship support role created to provide an outstanding client experience to the valuable PB clients and increase PB Relationship Manager 's (PB RM 's) client facing time. The role provides dedicated support to a team of PB Relationship Managers (PB RM) in the overall achievement of their income plans (covering acquisition, cross sales, retention, and growth of their portfolios) and day to day contact with their clients in the delivery of the proposition objectives.
To deliver client centric service, this role is identified as a point of contact for clients and in the absence of the PB RM, this role will be the first point of contact for the client. In addition, the CSE:PB may provide credit/lending support to the PB RM if dictated by market requirements. Building an ongoing relationship based on value and service is critical to being successful in this role.
In order to deliver a high quality service to our highest value personal clients the role holder will need to demonstrate an extensive knowledge of banking products and services across wealth and retail.
:Assist the PB RM 's to achieve the AOP sales targets
:Manage the Service Proposition for the PB clients
:Manage all processing in relation to the Wealth Management System.
:Ensure audit and compliance while processing client requests
:Manage all back:office functioning in relation to PB Clients.
:Assist in creating and maintaining environment where the team maximizes performance and provides highest quality service in line with the Target Operating Model (TOM) as defined by Group.
Principal Responsibilities
Impact on the Business/Function
:Assist the PBM 's in maintaining the required contact frequency with clients
:Conduct Client Focused Discussions
Clients / Stakeholders
:Assist the PBRM in organizing events as and when required.
:Refer the attrition cases to PBRM immediately
:Coordinate with cross functional teams to manage PB TAT / client expectations
Leadership and Teamwork
:Manage the desk (including required contact activity) in the absence of the PBRM
:Act as a guide to other teams on matters related to operations and service
Operational Effectiveness and Control:
:Zero discrepancies on documentation for new Liability and Wealth accounts.
:Ensure 100 accuracy on all KYC and Non KYC documentation and processing of client instructions
:Ensure all entries captured on WMS are error free and that the entries are reconciled everyday.
:Achieve the operational standards for the business and work within agreed procedures and guidelines : displaying h
Job Type: Permanent