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Client Service Executive, South East Asia Market - Private Banking

On-site in Central·Added 5 months ago (last checked 13 Oct)

HSBC

213 open roles

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Overview

Work mode: On-site, Central

Skills

The role

GCB 5

We are currently seeking a high calibre professional to join our team as a Client Service Executive.

In this role you will

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.
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

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).

Opening up a world of opportunity
http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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Hiring process

2 steps1 interviewa task to do

Submit your CV
Online assessments
Online test
You can take the assessments at any time within a fixed number of days given in the email; the number and type depend on the role.
Interviews
30–60 min
Telephone, on-demand video, live video or in-person interviews; live, telephone and in-person interviews last approximately 30-60 minutes depending on the role.

About HSBC

HSBC is one of the world's largest banking and financial services organisations, founded in 1865. It serves millions of customers through its four global businesses.

Customers the world over know and trust HSBC, often over generations, valuing its deep international network, expertise, and focus on their future needs.

Industry: Banking
Founded: 1865
Headquarters: London, United Kingdom
Website: hsbc.com

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