Assistant Client Service Manager, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

Hang Seng Bank's Private Banking and Trust Services department is looking for an Assistant Client Service Manager who will work closely with Relationship Managers (RMs) to provide comprehensive support for high-net-worth clients, manage accounts, ensure compliance, and strengthen client relationships.

Job Responsibility:

Provide comprehensive client support service to RMs in executing a broad range of banking and investment transactions for Private Banking clients
Assist RMs preparing business credit application, financial review documentation and other client correspondence as and when required
Maintain and strengthen relationships with high-net-worth clients, providing personalized service and support
Assist in the management of client accounts, ensuring accuracy in documentation and compliance with regulatory requirements
Address client inquiries and resolve issues promptly, ensuring a high level of client satisfaction
Work closely with business partners’ inquiries promptly within reasonable time
Facilitate the onboarding process for new clients, ensuring all necessary documentation and compliance checks are completed
Manage the annual processes (e.g. CRS/FATCA attestation, W-Form renewal, TIN collection, etc) completed on time with high quality standard
Ensure the team delivers in line with internal procedure/SLA and comply with standards and policy.

Requirements:

University degree in a related discipline OR other relevant qualifications
Passes in the HKSI and IIQE licensing examinations
Proven experience in banking with knowledge of investment and insurance products
experience in dealing with high net-worth customers an advantage
Ability to communicate effectively, embrace change and overcome challenges
Ability to be resilient in face of difficult situations
Good sales and service mindset, with strong communication and interpersonal skills
Good knowledge of application software
Proficiency in both English and Chinese
fluency in Putonghua and other dialects an advantage
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

Nice to have:

Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB)
experience in dealing with high net-worth customers.

What we offer:

Dynamic working environment
good career development opportunities
competitive compensation packages.

Additional Information:

Job Posted:
June 19, 2025

Expiration:
July 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Assistant Client Service Manager