Private Wealth Client Services Lead

THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED

Singapore

On-site

SGD 42,000 - 66,000

Full time

14 days+
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Job summary

HSBC Global Private Banking is seeking a Client Services Executive in Singapore to support high net worth clients with wealth management solutions.

In this role you will handle client inquiries, explain operations, address feedback, and ensure KYC compliance while supporting offshore offices. The ideal candidate has private banking experience, strong communication and organisational skills, and a client‑focused mindset within a compliant, high‑performing team.

Qualifications

  • Experience in private banking as a client service executive or similar background in client servicing
  • Good understanding of private banking services and products
  • Credit skills and experience, focusing on High Net Worth Individuals or Business Banking
  • Excellent communication, analytical, organizational and planning skills
  • Team player with drive for success and achievement

Responsibilities

  • 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
  • Prompt and appropriate action taken to address client feedback and complaints
  • 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 Representatives. Answer calls from Representatives and clients and provide guidance
  • 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, and ensure that all credit applications meet deadlines

Skills

Private banking experience
Client servicing
Communication skills

Job description

HSBC Global Private Banking is seeking a Client Services Executive in Singapore to support high net worth clients with wealth management solutions.

In this role you will handle client inquiries, explain operations, address feedback, and ensure KYC compliance while supporting offshore offices. The ideal candidate has private banking experience, strong communication and organisational skills, and a client‑focused mindset within a compliant, high‑performing team.

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