PC Desk CSE
at HSBC
Posted 9 hours ago
No clicks
- Compensation
- Not specified
- City
- Country
- China
Currency: Not specified
The PC Desk CSE expertly handles high net worth client service, processing account openings, and managing corresponding data. Key responsibilities involve excelling in client care, facilitating smooth onboarding, and maintaining data accuracy in a consistent format. Essential skills include client relationship management, attention to detail in document handling, and familiarity with relevant financial tools and platforms. This role requires a minimum of 3 years of experience in a similar role, preferably within the wealth management industry.
We are currently seeking a high calibre professional to join our team as a PC Desk CSE.
In this role you will:
This job will carry out some or all of the following tasks:
- Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests
- Ensures 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
- May be involved in the credit application process by ensuring that all credit applications meet deadlines
- Ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it
- Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and ensures smooth co-ordination with processing departments on migrated processes
To be successful you will need:
- Minimum of Bachelor 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 or services available in the private banking industry
- Credit Skills, ideally obtained in an area dealing with High Net Worth individuals or Business Banking
- Technology Skills, knowledge of Microsoft Office Applications
- Excellent communication skills in Cantonese and English
- A good team player with drive for success and achievement
