Client Service Executive

2 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.  

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