Private Banking Client Services Specialist

HSBC Holdings plc; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

HSBC Holdings plc in Central, Hong Kong Island, seeks a Private Banking Associate to act as a primary contact for high net worth clients and to support Relationship Managers in deepening client relationships and driving income.

The role requires a Bachelor degree and proven private banking experience, with excellent Cantonese and English communication, strong customer service, sales, analytical and planning skills. Based in Hong Kong, this role offers a dynamic team environment within HSBC.

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

• Act as primary contact for high net worth or UHNW clients for flow transactional banking elements.
• Support Relationship Managers to deepen client relationships and drive income.
• Attend to high net worth client inquiries and requests with excellence.
• Ensure client account opening documents are complete and accurate; input data timely and consistently.
• May participate in credit application processes to meet deadlines.
• Ensure compliance with processes and procedures in client-service activities.
• Assist in taking orders and preparing daily transactions with accurate coordination.

Skills

Customer service

Sales

Communication

Analytical thinking

Organizational skills

Planning

Team player

Bilingual English Cantonese

Tech literacy

Education

Bachelor degree in business, finance or related field

Tools

MS Office

Job description

HSBC Holdings plc in Central, Hong Kong Island, seeks a Private Banking Associate to act as a primary contact for high net worth clients and to support Relationship Managers in deepening client relationships and driving income.

The role requires a Bachelor degree and proven private banking experience, with excellent Cantonese and English communication, strong customer service, sales, analytical and planning skills. Based in Hong Kong, this role offers a dynamic team environment within HSBC.