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更新于 6月11日

Client Service Executive Global Private Banking ID185428

面議
  • 上海浦東新區
  • 1-3年
  • 本科
  • 全職
  • 招1人

雇員點評標簽

  • 工作環境好
  • 同事很nice
  • 人際關系好
  • 氛圍活躍
  • 團隊執行強
  • 福利好
  • 準時發工資
  • 交通便利

職位描述

銀行
Job ID: 0000LE50 Description Global Private Banking & Wealth International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global 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 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 future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. In this role, you will: ? Maintain the highest standard of excellence in client service by attending to client enquiries and requests ? Prompt and appropriate action taken to address client feedback/complaints. ? Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and ensures smooth coordination with processing departments ? Build and maintain positive and productive working relationships internally and externally ? 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 ? Ensure that all client-service related activities are fully in compliance with the processes and procedures ? Ensure smooth coordination with processing departments Qualifications Qualifications 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
You’ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /JJ/#LI-TZ1 Issued by HSBC Bank (China) Company Limited

工作地點

浦東新區匯豐銀行(上海分行)

職位發布者

李莉/HR

昨日活躍
立即溝通
公司Logo匯豐銀行(中國)有限公司
匯豐是在華投資最多的國際金融機構之一,覆蓋銀行、保險、基金、證券以及金融科技等領域。作為匯豐集團在內地的旗艦機構,匯豐銀行(中國)有限公司在內地約50個城市設有服務網點,是內地網點最多、地域覆蓋最廣的外資銀行。憑借對內地市場的深入了解和國際金融服務專業經驗,匯豐中國通過國際財富管理及卓越理財業務以及企業及機構銀行業務,為個人與企業客戶提供國際化的金融服務。
公司主頁
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