Description
We are seeking an experienced Client Service Executive to join our Private Banking team in Beijing. As a Client Service Executive, you will act as the primary point of contact for high net worth or ultra high net worth individual clients externally and internally for flow transactional banking elements.
Your main responsibilities will include:
- Maintaining the highest standard of excellence in client service by attending to client enquiries and requests
- Ensuring client account opening documents are complete and accurate, and requirements are met
- Assisting Relationship Managers in taking orders and preparing daily transactions accurately, promptly, and completely
- Ensuring smooth coordination with processing departments
- Addressing client feedback/complaints promptly and appropriately
- Building and maintaining positive and productive working relationships internally and externally
To be successful in this role, you should have:
- A minimum of a Bachelor's degree in business, finance, or a 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, including knowledge of Microsoft Office Applications
- Excellent communication skills
- A good team player with drive for success and achievement
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