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Officer, Client Services (PB Operations) - Global Private Banking

Hong Kong, Hong Kong
Closing date
Oct 13, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job description

Some careers grow faster than others.

If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high calibre professional to join our team as an Officer, Client Services (PB Operations).

Principal Responsibilities
  • Handle client instructions of account opening and services appropriately and within Service Level Agreement
  • Update and complete the data capture in system for all client service requests accurately and within Service Level Agreement
  • Provide support to manager to ensure the day-end process completed on time
  • Report exception and irregularities promptly for management awareness
  • Participate in business initiatives/projects to provide user requirements, conduct user acceptance test and provide internal training to the team
  • Share best practices to improve internal process within the team
  • Produce Management Information reports as required
  • Maintain effective communication with stakeholders
  • Associate degree or above in any Business-related disciplines
  • Prior experience in client servicing and account opening/closure is highly regarded
  • Recent graduates with up to 2 years of work experience in operational roles within the banking/finance industry will also be considered
  • Any CRS and FATCA experience is preferable
  • Understanding of banking operations and client services in the banking industry
  • Good written and communication skills in Cantonese and English
  • Self-motivated and able to work independently
  • Technology Skills, knowledge of Microsoft Office Applications and advanced Excel skills is an advantage
  • Candidates with more years of work experience could be considered for Senior Officer title
You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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