Client Service Executive, Hong Kong Team Private Banking
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
GCB 5
We are currently seeking a high calibre professional to join our team as aClient Service Executive.
In this role you will:
- Act 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
- 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
- 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
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).
Issued by The Hongkong and Shanghai Banking Corporation Limited.
About Company
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.
