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We are currently seeking an experienced professional to join the HSBC Private Banking (PB) India team.

Job Introduction

This role is a part of the Private Banking relationship team, and a key relationship support role created to provide an outstanding client experience to the valuable PB clients and increase PB Relationship Manager’s (PB RM’s) client facing time. The role provides dedicated support to a team of PB Relationship Managers (PB RM) in the overall achievement of their income plans (covering acquisition, cross sales, retention, and growth of their portfolios) and day to day contact with their clients in the delivery of the proposition objectives.
To deliver client centric service,



this role is identified as a point of contact for clients and in the absence of the PB RM, this role will be the first point of contact for the client. In addition, the CSE-PB may provide credit/lending support to the PB RM if dictated by market requirements. Building an ongoing relationship based on value and service is critical to being successful in this role.
In order to deliver a high quality service to our highest value personal clients the role holder will need to demonstrate an extensive knowledge of banking products and services across wealth and retail.

Assist the PB RM’s to achieve the AOP sales targets
Manage the Service Proposition for the PB clients
Manage all processing in relation to the Wealth Management System.
Ensure audit & compliance while processing client requests
Manage all back-office functioning in relation to PB Clients.
Assist in creating and maintaining environment where the team maximizes performance & provides highes

📌 Client Relationship Support (Howrah)
🏢 HSBC Global Services
📍 Howrah