Private Banking Client Specialist - High Net Worth

HSBC Holdings plc; Hong Kong Island; On-site; HKD 420,000 - 540,000; Full time

Job summary

HSBC Holdings plc in Hong Kong is seeking a Client Service Executive for the Private Banking team in Central, Hong Kong Island on a 1-year contract. You will act as the primary contact for high net worth clients, support Relationship Managers, and ensure timely, accurate processing of transactions with strict adherence to private banking procedures.

Requirements include a Bachelor degree in business/finance, private banking experience, strong communication skills in Cantonese and English, and

Qualifications

• 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.

Responsibilities

• The role's main responsibilities include acting as primary point of contact for high net worth or ultra high net worth individual clients externally and clients internally for flow transactional banking elements with the client base.
• This role supports one or more Relationship Managers to deepen high net worth or ultra high net worth individual client relationships and improve income generation through focused business development activities.
• Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests.
• 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.
• 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.

Skills

Customer service

Communication

Sales

Analytical skills

Organizational skills

Planning

Microsoft Office

Education

Bachelor degree in business/finance

Tools

Microsoft Office

Job description

HSBC Holdings plc in Hong Kong is seeking a Client Service Executive for the Private Banking team in Central, Hong Kong Island on a 1-year contract. You will act as the primary contact for high net worth clients, support Relationship Managers, and ensure timely, accurate processing of transactions with strict adherence to private banking procedures.

Requirements include a Bachelor degree in business/finance, private banking experience, strong communication skills in Cantonese and English, and