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Client Service Manager 私人銀行部 經理 (台中地區)

Client Service Manager 私人銀行部 經理 (台中地區)

HSBCTaichung, Taïwan
19 days ago
Job description

Job Advert Details

  • People responsibility : N
  • Report to : VP Client Service
  • Job content :
  • Acting as primary point of contact for high net worth individual clients externally and clients internally for flow transactional banking elements with the client base
  • Supports Relationship Managers to deepen high net worth individual client relationships and improve income generation through focused business development activities
  • Provide support to 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
  • Provide support to ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it
  • May be involved in the credit application process by ensuring that all credit applications meet deadlines
  • 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
  • In liaison with back office and branch operations to complete daily routine
  • Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests

Information

  • Bachelor degree with major of business related
  • 5 years related experience working with financial institution
  • Strong knowledge of investment products
  • Self-starter, smart worker and detail oriented
  • Good communication and interpersonal skills
  • English ability in writing & speaking
  • Prerequisite licenses requirements as following :
  • Trust Level 4)
  • Referral to recommend foreign exchange derivative products or derivative financial products promotion work and related management personnel (SPS)
  • Financial Sense and Ethics)
  • Foreign exchange business handling and review staff (BIBP) will be required within 3 months after taking the role
  • GPAD covered
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