Elite Private Banking Client Services Executive

HSBC; Hong Kong; On-site; HKD 420,000 - 600,000; Full time

Job summary

HSBC in Hong Kong is seeking a Client Service Executive to be the primary contact for high net worth clients in flow transactional banking and to assist Relationships Managers in expanding client relationships.

The role emphasizes precise documentation, timely data input, and cross-department coordination. Strong Cantonese and English communication, teamwork, and service focus are essential for success.

Qualifications

• Bachelor degree or equivalent in business/finance or related field.
• Proven private banking experience or equivalent.
• Strong customer service, communications, sales, and analytical skills.

Responsibilities

• Act as primary contact for high net worth clients for flow banking elements.
• Support Relationship Managers to deepen client relationships and drive income.
• Ensure accurate account opening documents and timely data entry.
• Assist in credit application processes with deadlines.
• Coordinate with processing departments on migrated processes.

Skills

Private banking

Customer service

Relationship support

Communication

Sales skills

English

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

Job description

HSBC in Hong Kong is seeking a Client Service Executive to be the primary contact for high net worth clients in flow transactional banking and to assist Relationships Managers in expanding client relationships.

The role emphasizes precise documentation, timely data input, and cross-department coordination. Strong Cantonese and English communication, teamwork, and service focus are essential for success.