Client Service Representative

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

About HSBC Private Bank

HSBC Private Bank is a leading international private bank that provides wealth, business, and family succession solutions to high net worth and ultra high net worth individuals and their families.

Our Mission

We strive to be the leading international private bank for business owners and their families, providing them with tailored solutions to meet their unique needs and goals.

Job Summary

We are seeking a highly skilled and experienced Client Services Executive to join our team. The successful candidate will be responsible for providing exceptional client service to high net worth and ultra high net worth individuals, supporting Relationship Managers to deepen client relationships and improve income generation through focused business development activities.

Key Responsibilities

  • Act as primary point of contact for high net worth and ultra high net worth individual clients, providing exceptional client service and support.
  • Maintain the highest standard of excellence in client service, attending to client enquiries and requests in a timely and professional manner.
  • Ensure that client account opening documents are complete and accurate, and that all data input is dealt with in a timely and consistent manner.
  • May be involved in the credit application process, ensuring that all credit applications meet deadlines.
  • Ensure that all client-service related activities are fully compliant with our processes and procedures.
  • Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly, and completely, and ensure smooth coordination with processing departments.

Requirements

  • Minimum of Bachelor degree in business, finance, or 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.

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