PC Desk CSE

We are currently seeking a high calibre professional to join our team as a PC Desk CSE.

In this role, you 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.
• Ensure high net worth client account opening documents are complete and accurate, and requirements are met. You will also 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 ensure 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, organisational, 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.