HSBC

1 month ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Client Service Executive for HSBC Private Banking in Hong Kong supporting Relationship Managers to deepen high-net-worth client relationships, handling flow banking inquiries while maintaining top-tier service, performing CDD/KYC onboarding and AML/CFT compliance, and assisting in daily transactional processing and credit applications.

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Act as the primary point of contact for high-net-worth and ultra-high-net-worth clients for flow transactional banking elements, supporting Relationship Managers to deepen client relationships and drive income through focused business development.
•Maintain the highest standard of client service by addressing high-net-worth client inquiries and requests.
•Draft and perform end-to-end CDD write-ups (onboarding, periodic reviews, trigger events) including client profile, ownership/control, source of wealth/funds, activity, and risk rationale in line with AML/CFT policies.
•Ensure high-net-worth client account opening documents are complete and accurate, with timely, correct data input.
•Assist in taking orders and preparing daily transactions, coordinating with processing departments; may be involved in credit applications to meet deadlines.

Key Requirements

•Bachelor degree in business, finance, or related field (or equivalent experience)
•Proven private banking experience or equivalent
•Proven customer service, communications, sales, mathematical, analytical, organizational and planning skills
•Good understanding of the major private banking products or services
•Credit/CDD/KYC experience or capability for onboarding and periodic reviews

Experience:Private bankingWealth management

Education:Bachelor's

Skills:Customer serviceCommunicationSalesAnalyticalOrganizationalPlanning

Languages:CantoneseMandarinEnglish

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: 3.6

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

HSBC

1 month ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Act as the primary point of contact for high-net-worth and ultra-high-net-worth clients for flow transactional banking elements, supporting Relationship Managers to deepen client relationships and drive income through focused business development.
•Maintain the highest standard of client service by addressing high-net-worth client inquiries and requests.
•Draft and perform end-to-end CDD write-ups (onboarding, periodic reviews, trigger events) including client profile, ownership/control, source of wealth/funds, activity, and risk rationale in line with AML/CFT policies.
•Ensure high-net-worth client account opening documents are complete and accurate, with timely, correct data input.
•Assist in taking orders and preparing daily transactions, coordinating with processing departments; may be involved in credit applications to meet deadlines.

Key Requirements

•Bachelor degree in business, finance, or related field (or equivalent experience)
•Proven private banking experience or equivalent
•Proven customer service, communications, sales, mathematical, analytical, organizational and planning skills
•Good understanding of the major private banking products or services
•Credit/CDD/KYC experience or capability for onboarding and periodic reviews

Experience:Private bankingWealth management

Education:Bachelor's

Skills:Customer serviceCommunicationSalesAnalyticalOrganizationalPlanning

Languages:CantoneseMandarinEnglish

Company Brief

HSBC

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: 3.6

Website LinkedIn