Client Service Executive, China Team - Private Banking

HSBC; Hong Kong Island; On-site; HKD 240,000 - 420,000; Full time

Job summary

HSBC in Hong Kong is seeking a Client Service Executive to act as the primary contact for high net worth clients and support internal teams for flow transactional banking activities.

You will assist Relationship Managers to deepen client relationships, ensure accurate data input and timely processing of documents, and contribute to service quality and revenue opportunities in private banking.

Qualifications

• 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.

Responsibilities

• Act as primary point of contact for high net worth or ultra high net worth clients externally and clients internally for flow transactional banking elements.
• Support one or more Relationship Managers to deepen high net worth client relationships and improve income generation through focused business development activities.
• Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests.
• Involved in the credit application process by ensuring that all credit applications meet deadlines.
• Ensure 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 ensure smooth coordination with processing departments on migrated processes.

Skills

Client service

Relationship support

Communications

Sales skills

Data entry

Education

Bachelor's degree

Tools

Microsoft Office

Job description

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

Responsibilities

• 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.
• 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.

Qualifications

• 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.