Client Service Executive, China Team - Private Banking
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Client Service Executive, China Team - Private Banking
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Full-time
bachelor degree
Posted 25d ago
~40 hrs/week
Responsibilities
Act as the primary point of contact for high net worth and ultra high net worth clients regarding transactional banking elements. Support Relationship Managers in deepening client relationships and improving income generation through business development activities.
Requirements
Requires a bachelor's degree in business, finance, or a related field along with progressive experience in private banking. Candidates must possess strong communication skills in English and Cantonese and a good understanding of private banking products.
Full job description
We are currently seeking a high calibre professional to join our team as a 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 clients 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 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
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
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
Related keywords
Private BankingHigh Net WorthUltra High Net WorthClient ServiceRelationship ManagementCredit SkillsBusiness BankingComplianceTransactional BankingBusiness DevelopmentMicrosoft OfficeCantoneseEnglishAccount Opening
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking