PC Desk CSE

HSBC; Hong Kong; On-site; HKD 180,000 - 280,000; Full time

Job summary

HSBC Holdings plc in Hong Kong seeks a PC Desk CSE to deliver high‑quality client service to high net worth individuals. You will support account opening documentation, ensure timely data input, and maintain strict adherence to private banking processes.

Effective collaboration with Relationship Managers and processing teams is essential to coordinate orders and ensure accurate, compliant daily transactions.

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

• Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests.
• Provide support to ensure 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.
• Provide support to ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it.
• May be involved in the credit application process by ensuring that all credit applications meet deadlines.
• 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.

Skills

Customer service

Communications

Sales

Mathematical

Analytical

Organizational

Planning

Team player

Education

Bachelor's degree in business/finance or related field

Tools

Microsoft Office Applications

Job description

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

In this role you will:

• Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests
• Provide support to ensure 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
• Provide support to ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it
• May be involved in the credit application process by ensuring that all credit applications meet deadlines
• 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