Client Service Executive Team Lead Private Banking

Hong Kong - Hong Kong

Monthly Salary: Not Disclosed

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

We are currently seeking a high calibre professional to join our team as a Client Service Executive Team Lead.

In this role you will:

Serve as the primary contact for high net worth or ultra high net worth individual clients handling clients enquiries requests and flow transactional banking needs
Support Relationship Managers in business development activities taking clients order and to prepare and conduct daily transactions ensuring accuracy and promptness
Maintain the highest standard of excellence in client service ensuring account opening documents and credit applications are complete accurate and meet all requirements and deadlines
Ensure all client-service activities comply with internal processes procedures and controls with a focus on risk control CDD/KYC and account operations
As a People Manager lead and supervise the CSE team providing coaching nurturing and operational support included but not limited to process changes and initiatives
Maintains strong supervisory oversight and act as the first escalation point for CSE day to day work especially on business processes operational feedback/ challenges focusing on risk control CDD/KYC and account operation etc
Engage to design review and deliver CSE training content; drive consistency in CSE onboarding experience and ongoing people development. Identify talents and oversee end-to-end CSE hiring process

To be successful you will need:

Bachelors degree in business finance or related field or equivalent experience
Solid years of progressive private banking experience; must be licensed
Demonstrated customer service communication sales analytical organizational and planning skills
Solid understanding of private banking industry practices products services and controls
Credit skills ideally with experience serving high net worth individuals or business banking clients
Proven people management coaching and leadership experience
Strong interpersonal stakeholder management and problem-solving abilities
Proficiency in technology including Microsoft Office applications and excellent communication skills in Cantonese and English

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details please refer to (Mandatory Reference Checking Scheme Phase 2 The Hong Kong Association of Banks).

Opening up a world of opportunity

is committed to building a culture where all employees are valued respected and opinions count. We take pride in providing a workplace that fosters continuous professional development flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

We are currently seeking a high calibre professional to join our team as a Client Service Executive Team Lead.In this role you will:Serve as the primary contact for high net worth or ultra high net worth individual clients handling clients enquiries requests and flow transactional banking needsSuppo...

We are currently seeking a high calibre professional to join our team as a Client Service Executive Team Lead.

In this role you will:

Serve as the primary contact for high net worth or ultra high net worth individual clients handling clients enquiries requests and flow transactional banking needs
Support Relationship Managers in business development activities taking clients order and to prepare and conduct daily transactions ensuring accuracy and promptness
Maintain the highest standard of excellence in client service ensuring account opening documents and credit applications are complete accurate and meet all requirements and deadlines
Ensure all client-service activities comply with internal processes procedures and controls with a focus on risk control CDD/KYC and account operations
As a People Manager lead and supervise the CSE team providing coaching nurturing and operational support included but not limited to process changes and initiatives
Maintains strong supervisory oversight and act as the first escalation point for CSE day to day work especially on business processes operational feedback/ challenges focusing on risk control CDD/KYC and account operation etc
Engage to design review and deliver CSE training content; drive consistency in CSE onboarding experience and ongoing people development. Identify talents and oversee end-to-end CSE hiring process

To be successful you will need:

Bachelors degree in business finance or related field or equivalent experience
Solid years of progressive private banking experience; must be licensed
Demonstrated customer service communication sales analytical organizational and planning skills
Solid understanding of private banking industry practices products services and controls
Credit skills ideally with experience serving high net worth individuals or business banking clients
Proven people management coaching and leadership experience
Strong interpersonal stakeholder management and problem-solving abilities
Proficiency in technology including Microsoft Office applications and excellent communication skills in Cantonese and English

Opening up a world of opportunity

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Key Skills

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About Company

HSBC

HSBC Holdings plc is a British multinational investment bank and financial services holding company. It was the 7th largest bank in the world by 2018, and the largest in Europe, with total assets of US$2.558 trillion.

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