Description
We are currently seeking a high calibre professional to join our team as a Client Service Executive.
In this role, you will act as the primary point of contact for high net worth or ultra-high net worth individual clients externally and clients internally for flow transactional banking elements with the client base.
Your responsibilities will include maintaining the highest standard of excellence in client service by attending to high-net-worth client enquiries and requests, ensuring high net worth client account opening documents are complete and accurate, and ensuring that any data input is dealt with in a timely manner and in the correct and consistent format.
You may also be involved in the credit application process by ensuring that all credit applications meet deadlines, and 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 a minimum of a bachelor’s degree in business, finance, or a related field, or equivalent experience, and proven and progressive private banking experience or equivalent.
You will also need proven customer service, communications, sales, mathematical, analytical, organisational, and planning skills, and a 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, and Technology Skills, knowledge of Microsoft Office Applications are also required.
Excellent communication skills in Cantonese and English, and a good team player with drive for success and achievement are also essential.