Client Service Executive

3 days ago

Taichung, Taiwan HSBC Full time NT$900,000 - NT$1,200,000 per year

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

HSBC Global 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 the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

People responsibility: N
Report to: VP Client Service

Job Content

  1. Acting as primary point of contact for high-net-worth individual clients externally and clients internally for flow transactional banking elements with the client base
  2. Supports Relationship Managers to deepen high net worth individual client relationships and improve income generation through focused business development activities.
  3. Provide support to ensure high net worth 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
  4. Provide support to ensure that all high-net-worth client-service related activities are fully in compliance with the processes and procedures contained in it
  5. May be involved in the credit application process by ensuring that all credit applications meet deadlines
  6. Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely, and ensures smooth coordination with processing departments on migrated processes
  7. In liaison with back office and branch operations to complete daily routine
  8. Maintain the highest standard of excellence in client service by attending to high-net-worth client enquiries and requests

Skills Requirements

Bachelor degree with major of business relatedSome experience working with financial institutionStrong knowledge of investment productsSelf-starter, smart worker and detail orientedGood communication and interpersonal skillsEnglish ability in writing & speakingGPAD covered

License/Qualification Requirement

信託業業務人員(Trust Level 4)外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員 Referral to recommend foreign exchange derivative products or derivative financial products promotion work and related management personnel (SPS)金融市場常識與職業道德(Financial Sense and Ethics)外匯業務經辦及覆核人員Foreign exchange business handling and review staff (BIBP) will be required within 3 months after taking the role

※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.  

  • customer service executive

    2 weeks ago

    Taichung, Taiwan CHARLES & KEITH GROUP Full time NT$240,000 - NT$480,000 per year

    We're on the lookout for individuals who are passionate about fashion, think outside the box, and have an eye for innovation.Unleash your potential with us, and join us as we create joy and excitement in our global community to empower people to express themselves freely through fashion.Customer Service Executive (KR)직무 설명고객 서비스...

  • IP Client Solutions Representative

    3 days ago

    North District, Taichung City, Taiwan Questel Full time NT$480,000 - NT$720,000 per year

    Position OverviewReporting to the Director, Client Solutions and as an integral part of Questel's Client Solutions Team, this roleis responsible for generating pricing estimates for clients, tracking pricing trends across sales verticals,analyzing win and loss ratios, and communicating strategies within the Sales department.Principal Duties &...

  • Clinical Implementation Manager/Senior Clinical Implementation Specialist

    1 week ago

    Taichung City, Taiwan bioMérieux Full time NT$1,200,000 - NT$2,400,000 per year

    We are hiring two Clinical Implementation Manager/Senior Clinical Implementation Specialist positions. One based in TAIPEI, and the other based in Kaohsiung or TaichungMain Responsibilities:Create new revenue opportunities.a) Provide expertise necessary to achieve the clinical close portion of the sale working with Key Account Manager/Distributor.b) Prospect...

  • Future position

    2 weeks ago

    Taichung, Taiwan NSC Global Full time NT$45,000 - NT$90,000 per year

    OverviewWe are gearing up for a project starting in the next 2 months and are looking for candidates, interested in joining NSC in the not too distant future.  If you are thinking about making a change, but not quite ready to do so. Please review the JD below and apply online.  We will reach out to you once we're ready to start recruitment activities.The...

  • Interpreter

    1 week ago

    Taichung City, Taichung City, Taiwan InterExim Co., Ltd. Full time NT$40,000 - NT$60,000 per year

    Company DescriptionInterExim Co., Ltd. is a leading business partner dedicated to supporting clients by providing exceptional talent and technical resources. The company offers timely and agile outsourcing solutions backed by high-level technical expertise, quick mobility, and robust organizational power. Committed to continuous growth, InterExim builds...

  • Senior Engineer

    3 days ago

    Taichung City, Taichung City, Taiwan TÜV Rheinland Group Full time NT$720,000 - NT$1,440,000 per year

    Industrial Services & CybersecurityAt TÜV Rheinland, in theIndustry Service & Cybersecuritybusiness unit, we are looking for talents who are ready to help shape the future of the industry and accompany technological progress. Our focus is on digitalization and networking in the industry, as well as the further international expansion of our services in the...

  • Staff NPI Manager

    3 days ago

    Taichung, Taiwan Micron Technology Full time NT$900,000 - NT$1,200,000 per year

    Our vision is to transform how the world uses information to enrich life for all. Micron Technology is a world leader in innovating memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate and advance faster than ever.As Staff NPI Manager in Mobile & Client Business Unit, you...

  • Operation Team Leader

    2 weeks ago

    Taichung, Taiwan Hermes Full time NT$900,000 - NT$1,200,000 per year

    Responsibilities:Daily Operation Management:Control and optimizes overall retail store operation and performance and implements best practices. Enforce policies, procedures, and operational directives.Challenge existing methods, observes, harnesses and integrates the progressive needs of internal/external clients, prepares and anticipates the needs.1....

  • Chat Support Consultant, crypto

    2 weeks ago

    Taichung, Taiwan SupportYourApp Full time $40,000 - $60,000 per year

    Passionate about blockchain technology and the future of digital finance?What if you had a chance to be part of a dynamic trading platform redefining the crypto trading experience?Join our team as a Chat Support Consultant today and thrive in a multicultural and multilingual environment while enjoying your home office. Unlock your potential by mastering new...

  • Facility Water Treatment Shift Engineer

    3 days ago

    Taichung, Taiwan Micron Technology Full time NT$900,000 - NT$1,200,000 per year

    Our vision is to transform how the world uses information to enrich life for all. Micron Technology is a world leader in innovating memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate and advance faster than ever.1. In charge of the systems daily inspection and...