PC Desk CSE

We are currently seeking a high calibre professional to join our team as a PC Desk CSE 

In this role you will: 

• Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests

• 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 

To be successful you will need:  

• Minimum of Bachelor 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 Cantonese and English

• A good team player with drive for success and achievement