Client Service Executive, China Team - Private Banking

HSBC
America/Chicago, Hong Kong
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Customer service","Communications","Sales","Mathematical skills","Analytical skills","Organizational skills","Planning skills","Teamwork","Drive for success"]

Serve as a primary point of contact for high net worth and ultra-high net worth clients in a private banking setting, both externally and internally. Support relationship managers to deepen client relationships and improve income through focused business development activities. Handle client enquiries, ensure accurate and complete account opening documentation, coordinate timely data input, and assist with credit application timelines while maintaining full compliance and smooth transaction processing.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
2 months ago

Client Service Executive, China Team - Private Banking

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Serve as a primary point of contact for high net worth and ultra-high net worth clients in a private banking setting, both externally and internally. Support relationship managers to deepen client relationships and improve income through focused business development activities. Handle client enquiries, ensure accurate and complete account opening documentation, coordinate timely data input, and assist with credit application timelines while maintaining full compliance and smooth transaction processing.
Location: America/Chicago, Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Act as the primary point of contact for high net worth or ultra high net worth clients, externally and internally, for flow transactional banking elements.
  • •Support one or more relationship managers to deepen client relationships and improve income generation through focused business development activities.
  • •Maintain the highest standard of client service by handling high net worth client enquiries and requests.
  • •Ensure high net worth client account opening documents are complete and accurate, and that data input is timely and in correct, consistent format.
  • •May assist with the credit application process by ensuring credit applications meet deadlines and ensure compliance with relevant processes and procedures.

Key Requirements

  • •Minimum Bachelor degree in business, finance, or a related field, or equivalent experience.
  • •Proven and progressive private banking experience (or equivalent).
  • •Proven customer service and communications skills, plus sales, mathematical, analytical, organizational, and planning skills.
  • •Good understanding of major private banking products and services.
  • •Credit skills, ideally gained through work involving high net worth individuals or business banking.
Experience:Private bankingHigh net worthUltra high net worthBusiness banking
Education:Bachelor's in business, finance, related field
Skills:Customer serviceCommunicationsSalesMathematical skillsAnalytical skillsOrganizational skillsPlanning skillsTeamworkDrive for success
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