Client Service Representative

4 days ago

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

HSBC Private Bank is seeking a highly skilled Client Service Executive to join our team. As a key member of our private banking team, you will be responsible for providing exceptional client service to high net worth and ultra high net worth individual clients.

Key Responsibilities
  • Client Service: Act as the primary point of contact for high net worth and ultra high net worth individual clients, providing timely and accurate responses to their enquiries and requests.
  • Relationship Management: Support Relationship Managers in deepening client relationships and improving income generation through focused business development activities.
  • Account Management: Ensure that high net worth client account opening documents are complete and accurate, and that all data input is dealt with in a timely manner and in the correct and consistent format.
  • Credit Application: May be involved in the credit application process, ensuring that all credit applications meet deadlines.
  • Compliance: Ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it.
  • Transaction Processing: 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.
Requirements
  • Education: Minimum of Bachelor degree in business, finance, or related field, or equivalent experience.
  • Experience: Proven and progressive private banking experience or equivalent.
  • Skills: 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.
  • Language: Excellent communication skills in English, Cantonese and Mandarin are beneficial.

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