Description
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.