Client Service Executive

• 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
• Support 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
• 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 and 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 ensures smooth co-ordination with processing departments on migrated processes

• Minimum of bachelor’s degree in business, finance, related field or equivalent experience
• Proven and progressive private banking experience or equivalent
• Proven customer service, communications, sales, mathematical, analytical, organizational, 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 English. Cantonese and Mandarin is beneficial
• A good team player with drive for success and achievement

Cantonese and Mandarin is beneficial

Continuous professional development, flexible working, opportunities to grow within an inclusive and diverse environment