Assistant Client Service Manager - Private Banking Department - Hang Seng Bank (HK)

HSBC

  • Central, Hong Kong
  • Permanent
  • Full-time
  • 2 months ago
Job descriptionSome careers have more impact than others.If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you furtherPrivate Banking and Trust ServicesHang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.We are currently seeking a high caliber professional to join our department as Assistant Client Service Manager, reporting to Client Service Manager.Principal responsibilities:
  • Provide comprehensive client support service to RMs in executing a broad range of banking and investment transactions for Private Banking clients.
  • Assist RMs preparing business credit application, financial review documentation and other client correspondence as and when required.
  • Maintain and strengthen relationships with high-net-worth clients, providing personalized service and support
  • Assist in the management of client accounts, ensuring accuracy in documentation and compliance with regulatory requirements.
  • Address client inquiries and resolve issues promptly, ensuring a high level of client satisfaction.
  • Work closely with business partners’ inquiries promptly within reasonable time.
  • Facilitate the onboarding process for new clients, ensuring all necessary documentation and compliance checks are completed.
  • Manage the annual processes (e.g. CRS/FATCA attestation, W-Form renewal, TIN collection, etc) completed on time with high quality standard.
  • Ensure the team delivers in line with internal procedure/SLA and comply with standards and policy.
Requirements
  • University degree in a related discipline OR other relevant qualifications
  • Passes in the HKSI and IIQE licensing examinations
  • Proven experience in banking with knowledge of investment and insurance products; experience in dealing with high net-worth customers an advantage
  • Ability to communicate effectively, embrace change and overcome challenges
  • Ability to be resilient in face of difficult situations
  • Good sales and service mindset, with strong communication and interpersonal skills Good knowledge of application software
  • Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
You’ll achieve more when you join Hang Seng Bank Limited.Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.Issued by Hang Seng Bank Limited#LI-HASE

HSBC