Client Service Relationship Manager

4 weeks 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 providing wealth, business, and family succession solutions in the largest and fastest-growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

A Career with Impact

As a high-calibre professional joining our team as a Client Services Executive, you'll have the opportunity to make a real impression. Whether you're looking for 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.

Job Description

We are seeking a skilled professional to join our team as a Client Services Executive. This role acts as the 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. The successful candidate will support 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.

Key Responsibilities
  • Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests.
  • 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.
  • 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.
  • A good team player with drive for success and achievement.

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