Client Service Executive, Taiwan Team - Private Banking

HSBC Holdings plc; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

HSBC Holdings plc in Central, Hong Kong Island, seeks a Private Banking Associate to act as a primary contact for high net worth clients and to support Relationship Managers in deepening client relationships and driving income.

The role requires a Bachelor degree and proven private banking experience, with excellent Cantonese and English communication, strong customer service, sales, analytical and planning skills. Based in Hong Kong, this role offers a dynamic team environment within HSBC.

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.
• 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.

Responsibilities

• Act as primary contact for high net worth or UHNW clients for flow transactional banking elements.
• Support Relationship Managers to deepen client relationships and drive income.
• Attend to high net worth client inquiries and requests with excellence.
• Ensure client account opening documents are complete and accurate; input data timely and consistently.
• May participate in credit application processes to meet deadlines.
• Ensure compliance with processes and procedures in client-service activities.
• Assist in taking orders and preparing daily transactions with accurate coordination.

Skills

Customer service

Sales

Communication

Analytical thinking

Organizational skills

Planning

Team player

Bilingual English Cantonese

Tech literacy

Education

Bachelor degree in business, finance or related field

Tools

MS Office

Job description

Location:

Central, Hong Kong Island, HK

Brand: HSBC

Date: 30 Sept 2026

GCB 5

Job 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.
• 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

Requirements

• 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