Job description

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.

In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking a high calibre professional to join our team as a Senior Officer, Client Services.

Principal Responsibilities

In this role you will

  • Handle client instructions of account opening and services appropriately and within Service Level Agreement
  • Update and complete the data capture in system for all client service requests accurately and within Service Level Agreement
  • Provide support to manager to ensure the day-end process completed on time
  • Report exception and irregularities promptly for management awareness
  • Participate in business initiatives/projects to provide user requirements, conduct user acceptance test and provide internal training to the team
  • Share best practices to improve internal process within the team
  • Produce Management Information reports as required
  • Maintain effective communication with stakeholders
Requirements

To be successful you will need

  • Bachelor degree in business, finance, related field or equivalent experience
  • Proven customer service, account opening/closure and/or CRS and FATCA experience is preferential
  • Understanding of banking operations and client services in the banking industry
  • Good written and communication skills in Cantonese and English
  • Self-motivated and able to work independently
  • Technology Skills, knowledge of Microsoft Office Applications and advanced Excel skills is an advantage

Opening up a world of opportunity
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.