HSBC

Client Service Executive - Global Private Banking

HSBC
Full Time
Junior (less than 3 years)
Bachelor
English

Job Description

Client Service Executive - Global Private Banking

Location: Asia Pacific-Hong Kong-Hong Kong Island-Central

Some careers shine brighter than others
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential.
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 caliber professional to join our team as Client Service Executive.
Principal responsibilities
  • Maintain the highest standard of excellence in client service by attending to client enquiries and requests
  • Explain operational matters to clients, develop client’s awareness, understanding and ability to comply with our operational requirements.
  • Prompt and appropriate action taken to address client feedback or complaints.
  • Manage the HSBC Know Your Customer Program and ensure that all client service related activities are fully in compliance with the processes and procedures contained in it.
  • Provide support to the Offshore Representative Offices, receive, manage and log faxed transaction instruction from Representatives.
  • Build and maintain positive and productive working relationships internally and externally
  • Ensure that any data input is dealt with in a timely manner and in correct and consistent format
  • Adhere to the selling process and sales quality requirements. 
  • Achieve compliance with all Group Standards, manuals and guidelines
  • Ensure smooth coordination with processing departments on migrated processes
  • Ensure that all credit applications meet deadlines

Qualifications

Requirements
  • Minimum of Bachelor’s degree in business, finance, related field or equivalent experience
  • Proven and progressive experience in private banking or equivalent
  • Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills
  • Good understanding of the major products and services available in the private banking industry
  • Credit Skills ideally obtained in an area dealing with High Net Worth individuals and Business Banking
  • Knowledge of Microsoft Office Applications
  • Excellent communication skills
  • A good team player with drive for success and achievement  
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.
 
You’ll achieve more when you join HSBC.
 
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.

Technical Skills

  • Compliance
  • Corporate Communications
  • Customer Service
  • Faxing
  • Formatting
  • Know Your Customer (KYC)
  • Mathematics
  • Sales