PC Desk Client Service Executive

5 days ago


Hong Kong Island, Hong Kong SAR China HSBC Full time

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a PC Desk Client Service Executive.

Principal Responsibilities

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:

  1. Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests.
  2. Ensure 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.
  3. May be involved in the credit application process by ensuring that all credit applications meet deadlines.
  4. Ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it.
  5. Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and ensure smooth coordination with processing departments on migrated processes.
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