PC Desk CSE

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Client service","Communication","Sales","Analytical","Organizational","Planning","Teamwork"]

Handle high net worth client enquiries and requests, ensuring account opening documents are complete, accurate, and processed with the required timeliness and formatting. Support the credit application process by meeting deadlines, maintain compliance with relevant client-service processes, and assist Relationship Managers with order taking and daily transaction preparation. Coordinate smoothly with processing departments to support migrated processes.

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FursaFursa
HSBC
HSBC
1 month ago

PC Desk CSE

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Source: Company careers pageValidated by: Fursa AI
Last checked: 25 minutes agoStatus: Live

Job Summary

Handle high net worth client enquiries and requests, ensuring account opening documents are complete, accurate, and processed with the required timeliness and formatting. Support the credit application process by meeting deadlines, maintain compliance with relevant client-service processes, and assist Relationship Managers with order taking and daily transaction preparation. Coordinate smoothly with processing departments to support migrated processes.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Attend to high net worth client enquiries and requests to maintain the highest standard of client service.
  • •Ensure high net worth client account opening documents are complete and accurate and that requirements are met, with timely and correctly formatted data input.
  • •May support the credit application process by ensuring credit applications meet deadlines.
  • •Ensure all high net worth client-service activities comply with relevant processes and procedures.
  • •Assist Relationship Managers with taking orders and preparing daily transactions accurately, promptly, and completely, coordinating with processing departments on migrated processes.

Key Requirements

  • •Minimum 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 major private banking products or services.
  • •Credit skills ideally obtained in an area dealing with high net worth individuals or business banking.
Experience:Private banking
Education:Bachelor's in business, finance, related field
Skills:Client serviceCommunicationSalesAnalyticalOrganizationalPlanningTeamwork
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