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Client executive
HSBC San Francisco, CA
$150k-194k (estimate)
Full Time 2 Months Ago
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HSBC is Hiring a Client executive Near San Francisco, CA

Job description

Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers.

We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.

The Private Bank Client Service Executive will provide an exceptional level of Customer Service and accuracy in execution, in a fast-paced high energy environment to HSBC's most prestigious High Net Worth and Ultra High Net worth clients.

Fostering strong relationships is key as the executive works to identify client needs and opportunities with HSBC.

As our, Private Bank Client Service Executive you will always place the client first to ensure you not only meet but exceed our client's needs and expectations.

Responsibilities include handling and servicing an assigned book of business, as well as supporting the Team thru a maker checker process for most activities.

Private Bank Client Relationships are made up of both individual and entity accounts / products.

As our Client Executive Services you will :

  • Deposit Account Management
  • Custody Account Management
  • Loan Servicing
  • Asset Movement both internally and externally, such as wire transfers and any related wire investigations.
  • Timely / same day response to client inquiries
  • Credit Card Servicing
  • FX Trades and transfers
  • Digital engagement inclusive of Personal Internet Banking, HSBCnet and WealthView
  • Cash Management inclusive of Overdraft, Check returns.
  • Relationship Management Support including attending client meetings when applicable.

For this role, HSBC targets a pay range between $65,000.00 and $93,000.00.

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing / certification requirements, internal relativity, and specific work location.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits.

Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

Requirements

Youll likely have the following qualifications to succeed in this role :

  • Minimum of two years proven and progressive service and related financial services industry experience or equivalent
  • Strong written, research, communication, organizational, analytical, customer service, relationship building, and problem-solving skills
  • Strong Time management skills and dependability are a must
  • Ability to work as a Team and as an individual
  • Bachelor's degree in business, related field, or equivalent experience
  • Sound knowledge of HSBC products, markets, and traditional and non-traditional service providers as well as a deep understanding of regulations affecting area of responsibility
  • Foreign language skills, such as Mandarin and / or Cantonese strongly preferred but not required

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.

S. as HSBC will not engage in immigration sponsorship for this position.

wayup

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.

We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.

You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.

You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.

We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Last updated : 2024-04-27

Job Summary

JOB TYPE

Full Time

SALARY

$150k-194k (estimate)

POST DATE

03/04/2024

EXPIRATION DATE

05/11/2024

WEBSITE

favstar.fm

SIZE

<25

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The job skills required for Client executive include Account Management, Customer Service, Networking, Time Management, Building Relationships, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Client executive. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client executive. Select any job title you are interested in and start to search job requirements.

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If you are interested in becoming a Client Executive, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Executive for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Executive job description and responsibilities

Client executives handle the project management procedures, monitoring project milestones, and ensuring that the deliverables adhere to the clients' specifications and business requirements.

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Negotiate with client for efficient services delivery at profitable fees.

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Ensure services are priced correctly for client expansion opportunities.

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Present solutions to clients and negotiate price optimally.

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Do draft client service agreement providing details on scope of service and compensation.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Executive jobs

They develop and maintain existing client relationships.

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An outstanding client servicing executive should demonstrate excellent communication, problem-solving, and customer service skills at all times.

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Account Executives also need to be very hard working.

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They must know how to serve as client point person on assigned accounts, juggling multiple projects and deadlines.

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You should be able to understand and satisfy the client needs and challenges.

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Step 3: View the best colleges and universities for Client Executive.

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