Client Service Executive, Hong Kong Team - Private Banking

HSBC Holdings plc; Hong Kong Island; Hybrid; HKD 420,000 - 620,000; Full time

Job summary

HSBC Central on Hong Kong Island is seeking a Client Service Executive to support high net worth clients and assist Relationship Managers in private banking. The role combines client service excellence with accurate processing of transactions and credit-related tasks, in a hybrid work model.

You should hold a bachelor’s degree in business/finance, have private banking or equivalent experience, strong Cantonese and English communication, and proficiency in Microsoft Office.

Qualifications

• Bachelor degree in business, finance or related field, or equivalent experience.
• Proven and progressive private banking experience or equivalent.
• Strong customer service, communications, sales, analytical, organizational, and planning skills.
• Good understanding of private banking products and services.
• Credit skills in high net worth or business banking preferred.
• Proficiency with Microsoft Office Applications.
• Excellent Cantonese and English communication skills.
• Team player with drive for success and achievement.

Responsibilities

• Act as primary point of contact for high net worth clients for flow transactional banking.
• Support one or more Relationship Managers to deepen client relationships and generate income.
• Attend to high net worth client inquiries and requests with the highest standard of service.
• Ensure completeness and accuracy of high net worth client account opening documents.
• Assist in the credit application process and meet deadlines.
• Ensure compliance with all relevant processes and procedures.
• Coordinate with processing departments on migrated processes to ensure smooth operations.

Skills

Customer service

Sales

Communication

Analytical

Organizational skills

Planning

Microsoft Office

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

Job description

Location: Central, Hong Kong Island, HK

Brand: HSBC

Area of Interest: Private Banking

Role Workstyle: Hybrid Worker

Date: 8 Sept 2026

GCB 5

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
• 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

HSBC 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.