Client Service Executive

HSBC is one of the world’s largest banking and financial services organisations. Our global businesses serve around 39 million customers worldwide through a network that covers 62 countries and territories. 

HSBC provides a comprehensive range of financial services through three global businesses: Retail Banking & Wealth Management; Commercial Banking; Global Banking and Markets; and Wealth & Personal Banking.

The HSBC Group in Luxembourg is a significant employer and operates several businesses including asset management, securities services, private banking and corporate banking.  

For our private banking activities in Luxembourg, we are currently looking to recruit a:

Client Service Executive

Permanent contract

Role and Responsibilities:

As a member of a highly qualified, diverse and international team, you will closely work with our relationship managers in Luxembourg and in other GPB offices to deliver excellent client service in wealth management and private banking.

Reporting to the Desk Head Luxembourg, the role holder will:

• Provide administrative and client services support;
• Be responsible for transmitting and verifying instructions and for proactively implementing a quality operational environment for large, complex and demanding clients;
• Be in charge of sourcing, verifying and transmitting documents in order to ensure a rapid and smooth account opening process;
• Liaise with clients and Primary account owners for file regularization, compliance and information exchange.

Principal accountabilities:

• Understand the strategy the Bank puts in play and participate in its development by interacting with members of the whole team in Luxembourg and abroad and bringing hands-on operational experience;
• Maintain excellent commercial relationships with Private clients;
• Deliver excellent client service and always meet the needs of the clients;
• Provide necessary back-up functions to the RM’s and other CSE’s on a day-to-day basis;
• Provide support to RMs with questions, requests from clients / advisors and communicate decisions directly to clients or advisors;
• Handle and input client trade orders into the bank's private banking system, and ensure that all outstanding trade orders are followed up closely and accurately without delay;
• Monitor clients' time maturities, transfers, deposits, loans, etc…
• Complete client telephonic/visit reports accurately.

Professional Skills and Experience:

• A relevant experience in the banking industry;
• A clear understanding or capacity to understand the major products or services available in the private banking industry;
• Avaloq experience is an advantage;
• Customer service oriented;
• Administrative efficiency, accuracy and thoroughness;
• Excellent time management, ability to work under pressure and to meet tight deadlines;
• Ability to work independently;
• Conscientious and well organized;
• Excellent interpersonal skills;
• Self-motivated, dynamic, proactive and a good team player;
• Be ambitious about providing the highest standards of delivery to colleagues and clients
• Excellent knowledge of MS Office applications;
• Fluency in English is a requirement and any other language is an advantage.

If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, please send your application letter and curriculum vitae (in English) to: luxrecruitment@lu.hsbc.com, and discover how diversity drives our success. 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.

We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.

Please note that due to the volume of applications received, we will acknowledge your application only if we wish to proceed to interview. If you have not received a response within 4 weeks your application has not been successful.

Please also note that every selected candidate will have to provide us with a valid criminal record check in due time.

For any GDPR request, please send it to: lux.data.privacy@hsbc.com