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: 

This job will carry out some or all of the following tasks:

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


• Ensures 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

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