- 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
- 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 Requirements
- 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
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Client Service Executive - Hong Kong, 香港 - HSBC
描述
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking a high calibre professional to join our team as a Client Service Executive.
Principal Responsibilities
Hong Kong的Client Service Executive从业者
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John Cestar
John Cestar is an entrepreneur and executive who has co-founded and led several companies in the sof ...
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Xianglin Li
香港大学金融硕士