HSBC

3 weeks ago

Client Service Executive Private Bank Hangzhou (Hangzhou, ZJ, CN, 310016)

✓ 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

Act as the primary point of contact for high net worth clients in HSBC Private Banking, supporting one or more Relationship Managers to deepen client relationships and drive income through targeted business development. Handle flow transactional banking, onboarding, and coordination with processing teams to ensure accurate, timely service.

Location: Hangzhou

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Act as the primary point of contact for high net worth or ultra high net worth clients for flow transactional banking elements and support Relationship Managers to deepen client relationships.
•Assist with taking orders and preparing daily transactions accurately, promptly and completely, and coordinate with processing departments.
•Ensure client-service activities comply with processes and procedures and address client feedback/complaints in a timely manner.
•Maintain the highest standard of client service by attending to enquiries and requests.
•Build and maintain positive relationships internally and externally and ensure smooth coordination with processing departments.

Key Requirements

•Bachelor’s degree in business, finance, or related field or equivalent experience
•Proven private banking experience or equivalent
•Strong customer service, communications, sales, mathematical, analytical, organizational, and planning skills
•Good understanding of major products/services in private banking
•IT skills – knowledge of Microsoft Office Applications

Experience:Private bankingWealth managementBanking

Education:Bachelor's

Skills:CommunicationCustomer serviceTeamworkOrganizationPlanning

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: 3.6

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

HSBC

3 weeks ago

Client Service Executive Private Bank Hangzhou (Hangzhou, ZJ, CN, 310016)

✓ 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: Hangzhou

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Act as the primary point of contact for high net worth or ultra high net worth clients for flow transactional banking elements and support Relationship Managers to deepen client relationships.
•Assist with taking orders and preparing daily transactions accurately, promptly and completely, and coordinate with processing departments.
•Ensure client-service activities comply with processes and procedures and address client feedback/complaints in a timely manner.
•Maintain the highest standard of client service by attending to enquiries and requests.
•Build and maintain positive relationships internally and externally and ensure smooth coordination with processing departments.

Key Requirements

•Bachelor’s degree in business, finance, or related field or equivalent experience
•Proven private banking experience or equivalent
•Strong customer service, communications, sales, mathematical, analytical, organizational, and planning skills
•Good understanding of major products/services in private banking
•IT skills – knowledge of Microsoft Office Applications

Experience:Private bankingWealth managementBanking

Education:Bachelor's

Skills:CommunicationCustomer serviceTeamworkOrganizationPlanning

Tech Stack:Microsoft Office

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