Client Service Executive, Hong Kong Team - Private Banking (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Customer service","Communication","Sales","Analytical","Organizational"]

Serve as the primary point of contact for high net worth and ultra high net worth clients, handling enquiries and requests while supporting one or more Relationship Managers. Ensure accurate and complete account opening documentation, manage timely data input, and assist with credit application processing by meeting deadlines. Coordinate daily transactions and client-service activities to deliver high-quality service in line with required processes and procedures.

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FursaFursa
HSBC
HSBC
3 months ago

Client Service Executive, Hong Kong Team - Private Banking (Central, Hong Kong Island, HK)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Serve as the primary point of contact for high net worth and ultra high net worth clients, handling enquiries and requests while supporting one or more Relationship Managers. Ensure accurate and complete account opening documentation, manage timely data input, and assist with credit application processing by meeting deadlines. Coordinate daily transactions and client-service activities to deliver high-quality service in line with required processes and procedures.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Act as primary point of contact for high net worth and ultra high net worth clients and coordinate internally for transactional banking elements.
  • •Support Relationship Managers to deepen client relationships and improve income generation through focused business development activities.
  • •Maintain excellent client service by addressing client enquiries and requests.
  • •Ensure high net worth client account opening documents are complete, accurate, compliant, and that data input is timely and in the correct format.
  • •Assist with credit application processing by ensuring deadlines are met, and coordinate daily transactions with processing departments.

Key Requirements

  • •Minimum Bachelor degree in business, finance, related field or equivalent experience.
  • •Proven and progressive private banking experience or equivalent.
  • •Strong customer service, communications, sales, mathematical, analytical, organizational, and planning skills.
  • •Good understanding of major private banking products and services.
  • •Credit Skills (ideally with experience dealing with high net worth individuals or business banking).
Experience:Private banking
Education:Bachelor's in business, finance, related field
Skills:Customer serviceCommunicationSalesAnalyticalOrganizational
Languages:CantoneseEnglish
Tech Stack:Microsoft Office

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