Job Advert Details
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
HSBC Global Private Banking helps high net worth and ultra high net worth clients manage, grow and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
People responsibility: N
Report to: VP Client Service
Principal Responsibilities:
- 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
- Supports Relationship Managers to deepen high net worth individual client relationships and improve income generation through focused business development activities.
- 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
- May be involved in the credit application process by ensuring that all credit applications meet deadlines
- Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely, and ensures smooth coordination with processing departments on migrated processes
- In liaison with back office and branch operations to complete daily routine
- Maintain the highest standard of excellence in client service by attending to high-net-worth client enquiries and requests
信息
- Bachelor degree with major of business related
- Some experience working with financial institution
- Strong knowledge of investment products
- Self-starter, smart worker and detail oriented
- Good communication and interpersonal skills
- English ability in writing & speaking
- Prerequisite licenses requirements as following :
- 信託業業務人員(Trust Level 4)
- 外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員 Referral to recommend foreign exchange derivative products or derivative financial products promotion work and related management personnel (SPS)
- 金融市場常識與職業道德(Financial Sense and Ethics)
- 外匯業務經辦及覆核人員Foreign exchange business handling and review staff (BIBP) will be required within 3 months after taking the role
- GPAD covered
We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. By enabling you to perform at your best, we deliver innovative solutions and ensure our costumers thrive. 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.