Client Service Executive Private Bank Hangzhou

Global Private Banking & Wealth

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. 

We are currently seeking an experienced professional to join our team.

In this role, you will:

• The role's main responsibilities include acting as primary point of contact for high net worth or ultra high net worth individual clients externally and clients internally for flow transactional banking elements with the client base. This role supports one or more Relationship Managers to deepen high net worth or ultra high net worth individual client relationships and improve income generation through focused business development activities.
• This job will carry out some or all of the following tasks:

• • Maintain the highest standard of excellence in client service by attending to client enquiries and requests

• Ensure client account opening documents are complete and accurate and requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format

• • Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and ensures smooth coordination with processing departments

• Ensure that all client-service related activities are fully in compliance with the processes and procedures

• • Prompt and appropriate action taken to address client feedback/complaints.
  • Build and maintain positive and productive working relationships internally and externally
  • Ensure smooth coordination with processing departments

To be successful in the role, you should meet the following requirements:

• Minimum of Bachelor’s 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 the major products/services available in the private banking industry
• IT Skills – knowledge of Microsoft Office Applications
• Excellent communication skills
• A good team player with drive for success and achievement