Client Service Executive
4 weeks ago
Unlock Your Potential in Private Banking
HSBC Private Bank is seeking a skilled professional to join our team as a Client Services Executive. In this role, you will be responsible for providing exceptional client service to high net worth individuals, supporting Relationship Managers to deepen client relationships and drive business growth.
Key Responsibilities
- Act as primary point of contact for high net worth clients, ensuring timely and accurate resolution of their queries and requests.
- Maintain the highest standard of excellence in client service, ensuring that all client interactions are professional and courteous.
- Ensure that all client account opening documents are complete and accurate, and that all data input is dealt with in a timely manner and in the correct format.
- Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely.
Requirements
- Minimum of Bachelor degree in business, finance, or related field.
- Proven private banking experience or equivalent.
- Excellent communication skills in Cantonese and English.
- Good understanding of major products or services available in the private banking industry.
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