HSBC Group

- To assist RMs, in liaison with Private Banking (PB) Middle Office, back office and branch operations, in taking orders and preparing daily transactions accurately, promptly and completely and ensure PB Desk Procedure Manual, PB FIM, MLPP, HBAP TWN-SOPs are adhered to the standard

- The role's main responsibilities include acting as primary point of contact for 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 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

- Provide support to 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

- Provide support to ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it

- Monitoring interest payment, principal repayment and credit expiring

- Actively seek the help of others to deal with customers’ requests and problems at the first point of contact, wherever possible

- Focusing on our customers/colleagues, to understand, respond to and anticipate their changing needs and priorities

- Communicate effectively, openly, confidently and honestly with others to build trusting relationships

- Ensure all processes are complied with GSM, FIM, MLPP and external regulations

(1) 證券商高級業務人員 Securities senior business people (SSEC)

(2) 金融市場常識與職業道德(Financial Sense and Ethics)