Wholesale Banking Portfolio Service Executive, Team

1 week ago

Melbourne, Victoria, Australia HSBC Full time

  • Job description

Some career choices have more impact than others.
At HSBC we exist with the purpose of
_Opening up a World of Opportunity_.

We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity.

We bring 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.


As an HSBC employee in Australia, you'll have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits.

These include market-leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships.


HSBC Commercial Banking and Global Banking businesses provide universal financial services support to corporate and institutional clients around the world.

Leveraging the strength, scope and expertise of our global network, HSBC is positioned as an essential partner to large enterprises seeking to maximise their potential and offers streamlined business access to HSBC's broad range of market leading banking products and services.


Joining our Wholesale COO (WCOO) office, as a Team Lead in the Portfolio Service Executives team, where you will provide day-to-day support of Relationship Management teams focussing on their client portfolio needs.

Reporting to the Head of Wholesale Portfolio Services, you manage a subset of the Portfolio Services Executives (PSE) team, serving as an escalation contact as well as promoting the PSE function across our Commercial Banking and Global Banking businesses, utilising your ability to collaborate effectively at all levels.


Taking on this role, you will be pivotal in supporting transformation of our business processes and customer experience, capitalising on your ability to think laterally and visualise different ways of doing things.

This is an outstanding opportunity to further develop your career in a rewarding and impactful leadership role, acting as a Subject Matter Expert, driving operational excellence, and striving to improve customer experience.

This entry level leadership role provides a pathway for a career in Corporate Coverage, Product Partnership or a WCOO function.


Your main responsibilities will include:

  • Supporting Relationship Management teams in the timely management of client portfolio needs. Serving as primary liaison with core product and loan operations / fulfilment teams, working on client enquiries to deliver accurate and timely responses.
  • Leading a subset of a high performing PSE team, providing guidance and support, motivating the team to consistently achieve high standards and driving their professional growth while fostering a positive work environment.
  • Collaborating effectively to meet operational goals through exceptional servicing. You will work closely with various departments and utilise your problemsolving skills, resolving complex customer issues promptly and effectively.
  • Continuously identify opportunities for operational improvements, focussing on streamlining of our existing processes and improving efficiencies.
  • Developing and maintaining professional working relationships with people at all levels including clients, peers, product specialists, credit risk managers and multiple internal service and fulfilment teams.
  • Ensuring adherence to credit, financial crime compliance and regulatory policies.
Requirements

To be successful in this role, you will bring:

  • Previous experience in commercial / institutional banking (relationship management, portfolio servicing or product or delivery), business management, personal banking or other similar roles.
  • Demonstrated leadership potential and the desire to take on new challenges and responsibilities.
  • Excellent written and verbal communication skills, enabling productive dialogue with internal clients and stakeholders, collaborating across functions to ensure optimal outcomes.
  • Strong interpersonal skills with the ability to motivate and inspire teams.
  • An analytical mindset and strong investigation skills with the ability to make timely and informed decisions, aligned with the bank's goals and values.
Strong problem-solving skills with proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.

  • A degree in Finance, Economics, Accounting, Business or related disciplines will be viewed favourabl


We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done.

Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count.

We take pride in

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