Client Service Executive

Job Description

Client Service Executive, Abu Dhabi

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.

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. With USD517 billion of total assets under management*, HSBC Private Bank is one of the largest international private banks.

We are currently seeking an ambitious individual to join our Private Banking team, working together with colleagues to define, manage and achieve divisional business targets.

In this role, you will:

  • Maintain the highest standard of excellence in client service by attending to client enquiries and requests
  • Explain operational matters to clients. Develop client’s awareness, understanding and ability to comply with our operational requirements.
  • Manage the HSBC “Know Your Customer Program” and ensure that all client-service related activities are fully in compliance with the processes and procedures contained in it.
  • Provide support to the Offshore Representative Offices; receive, manage and log faxed transaction instruction from Reps; answer calls from Reps and clients and provide guidance.
  • Provide all administrative assistance to RM Team in terms of Call Report filing, Travel arrangements, Expense reclaims, Annual Reviews, Client Profile generation and on-boarding.
  • Build and maintain positive and productive working relationships internally and externally
  • Ensure that any data input is dealt with in a timely manner and in correct and consistent format
  • Adhere to the selling process and sales quality requirements. Achieve compliance with all Group Standards, manuals and guidelines
  • Ensure smooth coordination with processing departments on migrated processes
  • Assist RMs in taking orders and preparing daily transactions accurately, promptly and completely


To be successful in the role, you should meet the following requirements:

  • In depth experience of private or wealth banking
  • Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills
  • Excellent commercial and negotiation skills
  • Good understanding of the major products/services available in the private banking industry
  • Credit Skills – ideally obtained in an area dealing with HNW individuals/Business Banking
  • IT Skills – knowledge of Microsoft Office Applications
  • Excellent communication skills
  • A good team player with drive for success and achievement
  • A minimum of Bachelor’s degree is mandatory
  • Arabic and/or French language would be an asset

For further details and application information please visit our careers site, searching under reference number

You’ll achieve more at HSBC.

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 Hong Kong and Shanghai Banking Corporation Limited.

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