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 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. This role supports one or more Relationship Managers to deepen high net worth or ultra high net worth individual client relationships and improve income generation through focused business development activities.
Responsibilities 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 requirements are met
- Ensuring that all high net worth client-service related activities are fully in compliance with the processes and procedures
- Assisting Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely
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