PC Desk CSE

HSBC Holdings plc; Hong Kong Island; On-site; HKD 180,000 - 240,000; Full time

Job summary

HSBC Holdings plc in Hong Kong seeks a PC Desk CSE to deliver premium client service to high net worth clients, handling enquiries and facilitating efficient account opening.

You will support credit applications, ensure compliance with private banking procedures, and work closely with Relationship Managers to coordinate daily transactions.

Qualifications

• Bachelor degree in business, finance or related field is required or equivalent experience.
• Proven private banking or equivalent experience with high net worth clients.
• Strong customer service, communication, sales and analytical skills.

Responsibilities

• Maintain the highest standard of client service by attending to high net worth client enquiries.
• Ensure high net worth client account opening documents are complete and accurate.
• Assist in credit applications by ensuring deadlines are met.
• Ensure private banking activities comply with processes and procedures.
• Assist Relationship Managers in taking orders and processing daily transactions.

Skills

Customer service

Communication

Sales

Mathematical

Analytical

Organizational

Planning

Team player

Cantonese

English

Education

Bachelor degree in business, finance, related field or equivalent experience

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