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.
Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a PC Desk Client Services Executive.
Principal Responsibilities
- 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
You’ll achieve more when you join HSBC.
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.