Client Service Executive - Private Bank

Job Overview

We are currently seeking a motivated individual to join our team as a Client Service Executive. In this role you will manage the processes associated with client transactions, including new account openings, securities transactions, payments, general account maintenance, customer account changes and account closings. You will support the High Net Worth Relationship Management team in delivering high‑quality client service to our customer base.

• Attend face‑to‑face and virtual client meetings as requested by the Relationship Manager.
• Ensure all data input is dealt with in a timely manner and in the correct and consistent format.
• Process all payment and transfer requests in accordance with procedures and within given timescales.
• Act as the first point of contact for queries regarding credit and debit cards and serve as a secondary contact for all other enquiries.
• Take prompt and appropriate action to address client feedback or complaints.

• Proven ability to communicate with senior business stakeholders.
• Experience working in a dynamic, pressurised environment.
• Excellent time management skills, well organised and able to prioritise.
• Ability to work under pressure and meet tight deadlines while maintaining a high level of accuracy and attention to detail.
• Demonstrated track record of providing excellent client service to High Net Worth Individuals within Private Banking.

At HSBC we are dedicated to creating diverse and inclusive workplaces. Our careers are accessible to everyone, regardless of gender, ethnicity, disability, religion, sexual orientation, socio‑economic background or age. We are a Disability Confident Leader and will offer an interview adapted to people with disabilities, long‑term conditions or neurodivergent candidates who meet the minimum criteria for the role.

We offer a competitive pay and benefits package, including private healthcare for all UK‑based employees, enhanced maternity and adoption pay and support when returning to work, and a contributory pension scheme with generous employer contributions.