Client Service Manager

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Detail oriented","Self-starter","Communication","Interpersonal skills","Relationship building"]

Assist Relationship Managers and Private Banking teams in delivering accurate, compliant client transactions for high net worth customers. Serve as the primary point of contact for client enquiries and internal flow of transactional banking elements, support account opening documentation, and help ensure processes align with GSM, FIM, MLPP, and relevant regulations. Monitor interest and principal repayment schedules and support business development to deepen client relationships and improve income generation.

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FursaFursa
HSBC
HSBC
1 day ago

Client Service Manager

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Assist Relationship Managers and Private Banking teams in delivering accurate, compliant client transactions for high net worth customers. Serve as the primary point of contact for client enquiries and internal flow of transactional banking elements, support account opening documentation, and help ensure processes align with GSM, FIM, MLPP, and relevant regulations. Monitor interest and principal repayment schedules and support business development to deepen client relationships and improve income generation.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Serve as the primary point of contact for high net worth clients and internal client-service flow elements.
  • •Support Relationship Managers with client relationship deepening and focused business development activities.
  • •Prepare and take orders for daily transactions accurately, promptly, and completely in accordance with PB desk procedures and SOPs.
  • •Support high net worth client onboarding by ensuring account opening documents are complete, accurate, and correctly formatted.
  • •Monitor interest payments, principal repayments, and credit expiring, and ensure compliance with GSM, FIM, MLPP, and external regulations.

Key Requirements

  • •Bachelor’s degree with a business-related major.
  • •Some experience working with a financial institution.
  • •Strong knowledge of investment products.
  • •Self-starter with strong attention to detail.
  • •English ability in writing and speaking; prerequisite licenses required (SSEC or related securities business licenses, plus Financial Sense and Ethics).
Experience:Financial services
Education:Bachelor's in business
Skills:Detail orientedSelf-starterCommunicationInterpersonal skillsRelationship building
Licenses:Securities senior business people (SSEC)證券商業務人員證照證券投資信託及顧問事業之業務員證照Financial Sense and Ethics
Languages:English

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn