Elite Private Banking: UHNW Client Service Specialist

HSBC Global Services Limited; Hong Kong; On-site; HKD 300,000 - 540,000; Full time

Job summary

HSBC Global Services Limited is seeking a Client Service Executive to be the primary point of contact for high net worth clients and internal teams, supporting Relationship Managers. You will handle inquiries, ensure documents and data input, assist with credit applications, and coordinate with processing departments to ensure accurate daily transactions.

Fluent in Cantonese and English. The role requires a bachelor in business/finance, strong service and communication skills, and a

Qualifications

• Bachelor degree in business, finance, related field or equivalent experience.
• Private banking experience or equivalent.
• Strong customer service, communications, sales, numerical, analytical, organizational, and planning skills.
• Knowledge of private banking products and services.
• Credit skills related to High Net Worth clients.
• Proficiency with Microsoft Office applications.
• Fluent in Cantonese and English.

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 with the client base.
• Support 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.
• Attend to high net worth client enquiries and requests.
• Ensure high net worth client account opening documents are complete and accurate and ensure data input is timely and correctly formatted.
• May be involved in the credit application process by ensuring all credit applications meet deadlines.
• Ensure all high net worth client-service related activities comply with processes and procedures.
• Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and coordinate with processing departments on migrated processes.

Skills

Customer service

Communications

Sales

Mathematical

Analytical

Organizational

Planning

Education

Bachelor degree

Tools

Microsoft Office Applications

Job description

HSBC Global Services Limited is seeking a Client Service Executive to be the primary point of contact for high net worth clients and internal teams, supporting Relationship Managers. You will handle inquiries, ensure documents and data input, assist with credit applications, and coordinate with processing departments to ensure accurate daily transactions.

Fluent in Cantonese and English. The role requires a bachelor in business/finance, strong service and communication skills, and a