Elite Private Banking Client Services Executive

HSBC; Hong Kong Island; On-site; HKD 180,000 - 300,000; Full time

Benefits offered by this job

Continuous professional development

Flexible working opportunities

Inclusive and diverse environment

Job summary

A major financial institution is seeking a Client Service Executive to serve as the primary contact for high net worth clients, ensuring excellence in client service and compliance. The ideal candidate will hold a Bachelor's degree and have proven private banking experience, with strong customer service and communication skills. This role involves supporting Relationship Managers and maintaining client account documentation accurately. Opportunities for professional development are provided in an inclusive environment.

Qualifications

• Minimum of Bachelor degree in business, finance, related field or equivalent experience.
• Proven and progressive private banking experience or equivalent.
• 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 clients.
• Maintain high standards of client service for inquiries and requests.
• Ensure client account opening documents are complete and accurate.

Skills

Customer service

Communication

Sales

Analytical

Organizational

Planning

Technology Skills

Education

Bachelor degree in business, finance, or related field

Tools

Microsoft Office Applications

Job description

A major financial institution is seeking a Client Service Executive to serve as the primary contact for high net worth clients, ensuring excellence in client service and compliance. The ideal candidate will hold a Bachelor's degree and have proven private banking experience, with strong customer service and communication skills. This role involves supporting Relationship Managers and maintaining client account documentation accurately. Opportunities for professional development are provided in an inclusive environment.