PC Desk CSE

HSBC; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

HSBC in Hong Kong seeks a PC Desk CSE to provide high-net-worth client support and manage account-opening documentation with precision. You will assist in the credit application process and ensure compliance with private banking procedures while coordinating with processing teams on migrated workflows.

The ideal candidate has a bachelor degree in business/finance, strong customer service and sales skills, and fluent Cantonese and English.

Qualifications

• Bachelor degree in business/finance or related field.
• Private banking experience.
• Strong customer service, communications, sales, math, analytical, organizational, and planning skills.
• Knowledge of major private banking products.
• Credit skills related to high net worth/private banking.
• Proficient with Microsoft Office.
• Excellent Cantonese and English communication.

Responsibilities

• Attend to high net worth client enquiries and requests.
• Ensure client account opening documents are complete and accurate.
• Support credit applications by meeting deadlines.
• Ensure compliance with private banking processes and procedures.
• Assist Relationship Managers with orders and daily transactions.

Skills

Private banking

Customer service

Sales

Communication

Analytical thinking

Organizational skills

Planning

Cantonese & English

Education

Bachelor's degree in business/finance or related field

Tools

Microsoft Office

Job description

We are currently seeking a high calibre professional to join our team as a PC Desk CSE.

In This Role You Will

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