at HSBC
OtherPosted 13 days ago
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**Join our Hong Kong Private Banking team as a Client Service Executive for a 1-year contract.** This role is the primary point of contact for high net worth clients, managing relationships and driving income generation. Key responsibilities include handling client queries, account openings, credit applications, and transaction processing. To excel, you'll need a Bachelor's degree, private banking experience, excellent communication skills in Cantonese and English, and proven customer service and sales skills. Knowledge of Microsoft Office Applications and the private banking industry is also crucial. This is a unique opportunity to leverage your skills in a dynamic, compliance-focused environment.
- Compensation
- Not specified
- City
- Hong Kong
- Country
- Hong Kong
Currency: Not specified
Full Job Description
We are currently seeking a high calibre professional to join our team as a Client Service Executive.
In this role you will:
- The role's main responsibilities include acting as primary point of contact for high net worth or ultra high net worth individual clients externally and clients internally for flow transactional banking elements with the client base. This role supports one or more Relationship Managers to deepen high net worth or ultra high net worth individual client relationships and improve income generation through focused business development activities.
- This job will carry out some or all of the following tasks:
- Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests
- Ensures high net worth client account opening documents are complete and accurate and requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format
- May be involved in the credit application process by ensuring that all credit applications meet deadlines
- Ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it
- Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and ensures smooth co-ordination with processing departments on migrated processes
To be successful you will need:
- Minimum of Bachelor degree in business, finance, related field or equivalent experience
- Proven and progressive private banking experience or equivalent
- Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills
- Good understanding of the major products or services available in the private banking industry
- Credit Skills, ideally obtained in an area dealing with High Net Worth individuals or Business Banking
- Technology Skills, knowledge of Microsoft Office Applications
- Excellent communication skills in Cantonese and English
- A good team player with drive for success and achievement
