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Client Service Executive

2 months ago

Hong Kong, Hong Kong SAR China HSBC Full time
Job description

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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 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.
  • 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
Requirements
  • 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
You’ll achieve more when you join HSBC.
www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.