Assistant Client Service Manager

Private Banking and Trust Services -  Private Banking Department

We are currently seeking a high caliber professional to join our department as Assistant Client Service Manager.
 

Principal Responsibilities

• Assist the relationship managers in managing customers’ assets and investment portfolios by monitoring asset allocation, product mix and risk exposure
• Assist in developing and maintaining customer relationship by making servicing calls and handling customers’ enquiries
• Handle the daily administration of customer accounts including investment, loans, deposits and other banking transactions
   

Requirements

• University degree in a related discipline OR other relevant qualifications
• Passes in the HKSI licensing examinations
• Minimum 3 years’ 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

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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group.  As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.  If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have. 

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.