Client Service Executive (UAE National)

HSBC; Dubai; On-site; AED 167,000 - 234,000; Full time

Job summary

HSBC seeks a proactive GPB Relationship Management support professional in Dubai to assist Relationship Managers in servicing premium clients and driving portfolio growth. You will coordinate appointments, handle client inquiries, and streamline administrative tasks to let RMs focus on client engagement.

Applicants should have financial industry experience, knowledge of GPB products, and a degree. The role emphasizes excellent communication, regulatory awareness, and effective collaboration with

Qualifications

• Experience in financial services and familiarity with GPB propositions.
• Understanding of core wealth products and retail processes.
• Strong client service and sales-oriented communication skills.

Responsibilities

• Provide high quality sales support to GPB RM team, coordinating appointments and servicing clients.
• Reduce RMs' time on administrative tasks to increase capacity.
• Assist RM in managing client contacts, handling inquiries, and ensuring smooth hand-offs to relevant channels.
• Prepare sales documents, input data, and generate reports; liaise with support functions for purchase processes.
• Handle client inquiries and complaints promptly, aiming for first-contact resolution.
• Update client profiles with contact details and interactions, maintaining accurate records.
• Maintain knowledge of products and services to support client solutions.

Skills

Financial industry experience

GPB products knowledge

Retail/wealth processes

Education

Bachelor's degree

Job description

Some Careers Have More Impact Than Others.

If you’re looking for a role where you can continue to make an impression, Join HSBC where your contributions will always be valued.

HSBC International Wealth and Premier Banking aim to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide 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.

This role is a part of the relationship management team and a key support role to provide outstanding customer experience to the valuable GPB clients and increase Relationship Manager client facing time. The role provides dedicated support to a team of Relationship Managers in the overall achievement of their KPIs, covering activity management, client satisfaction, sales quality, acquisition, recurring income and total relationship growth of their portfolios.

In This Role, You Will

• Provide high quality sales support to a team of GPB RM’s focused on getting appointments for RM’s and support in servicing their clients.
• Reduce the time spent on process and administrative tasks by RM’s to increase capacity.
• Support RM’s to manage client contact and service, including, in the absence of RM, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact.
• Provide sales support to RM’s including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement.
• Handle client’s enquiries and complaints relating to the RM portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries and complaints at the first point of contact and minimize referrals to the RM for routine transactions.
• Proactively respond to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact.
• Maintains a basic understanding and technical knowledge of relevant products and services.
• Support RM’s to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up.

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

• Prior experience working in financial industry and excellent understanding of core products, GPB proposition, and familiar with retail and wealth product processes.
• Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills.
• Solid knowledge of appropriate branch operational procedures.
• Money Laundering Awareness Certificate preferred.
• Knowledge of relevant regulatory governance in market.
• A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).

You’ll achieve more at HSBC

www.hsbc.com/careers

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We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way

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Issued by The Hong Kong and Shanghai Banking Corporation Limited.