Private Client Desk Client Service Executive, Hong Kong Team

1 day ago

hong kong, Hong Kong SAR China Leadingnation Full time

We are currently seeking a high calibre professional to join our team as a PC Desk 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 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 ensures 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 ensure 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. The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks). Opening up a world of opportunity 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. #J-18808-Ljbffr

  • Client Service Executive, Hong Kong Team

    2 weeks ago

    hong kong, Hong Kong SAR China HSBC Full time

    Client Service Executive – Private Banking HSBC Central & Western District, Hong Kong SAR HSBC is currently seeking a high calibre professional to join our team as a Client Service Executive in the Private Banking division. In This Role You Will Act as a primary point of contact for high net worth or ultra high net worth individual clients externally and...

  • Client Service Executive, Hong Kong Team

    6 days ago

    Hong Kong Island, Hong Kong SAR China HSBC Full time

    HSBC Central & Western District, Hong Kong SAR Client Service Executive We are currently seeking a high calibre professional to join our team as a Client Service Executive. In This Role You Will Act as primary point of contact for high net worth or ultra high net worth individual clients externally and clients internally for flow transactional banking...

  • Private Banking Desk: Client Service Exec

    1 day ago

    hong kong, Hong Kong SAR China Leadingnation Full time

    A leading financial services provider in Hong Kong is looking for a PC Desk Client Service Executive to manage high net worth client relationships. The role involves acting as the main contact for clients, ensuring high standards of service, and facilitating smooth transaction processes. Candidates should possess a Bachelor's degree in business or finance,...

  • Client Service Executive, Hong Kong Team

    16 hours ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    We are currently seeking a high calibre professional to join our team as a Client Service Executive. In this role you will: Act 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...

  • Client Service Executive, Hong Kong Team

    2 weeks ago

    Hong Kong Island, Hong Kong SAR China HSBC Full time

    We are currently seeking a high calibre professional to join our team as a Client Service Executive . In this role you will: Act as a 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...

  • Private Bank

    1 week ago

    Hong Kong Island, Hong Kong SAR China Deutsche Bank Full time

    Join to apply for the Private Bank - Client Service Executive - Associate/AVP role at Deutsche Bank Continue with Google Continue with Google Join to apply for the Private Bank - Client Service Executive - Associate/AVP role at Deutsche Bank Details of the Division and TeamDeutsche Bank’s Private Bank business is one of the largest wealth managers...

  • Head of Private Clients

    3 days ago

    Hong Kong Island, Hong Kong SAR China Bovill Full time

    Company Overview Ocorian delivers specialist, tech‑enabled solutions to asset managers, financial institutions, corporates, high‑net‑worth individuals and family offices. With over 1,500 colleagues across 20+ countries, we leverage deep industry expertise, trust and global scale to unlock new value for clients. Job Description To lead and manage the...

  • Client Services Manager, Private Banking

    5 days ago

    hong kong, Hong Kong SAR China Bank of China (Hong Kong) Full time

    Overview Provide all-rounded support to Private Banking Relationship Manager. Receive investment instructions from clients and transmit for accurate and timely execution and at all times ensure high service quality. Assist RM or Senior RM to open accounts for clients and to conduct KYC. Assist RM or Senior RM to prepare credit applications for clients....

  • Head of Private Clients

    5 days ago

    Hong Kong Island, Hong Kong SAR China Ocorian Full time

    Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & ComplianceWe help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.With a...

  • Team Head, Client Relationship Management, Private Banking

    1 week ago

    hong kong, Hong Kong SAR China Bank of China (Hong Kong) Full time

    Team Head, Client Relationship Management, Private Banking Join us to apply for the Team Head, Client Relationship Management, Private Banking role at Bank of China (Hong Kong) . This position involves managing, developing, and strengthening Private Banking client relationships, providing high-quality, comprehensive, and tailor-made services. You will...