Private Banking Client Service Specialist

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

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.