Some careers open more doors 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.
This role supports the senior staff within sector/country to deepen client relationships and improve income generation through focused business development activities. The role holder provides multi-jurisdictional client support to HSBC's Relationship Management and Acquisition teams and facilitates client review, renewal, maintenance and exit activities across all HSBC products. The client management support function is responsible for the co-ordination and completion of key operational activities, whilst providing regulatory expertise and risk management assistance. The main responsibilities may include being the point of contact for client relationship managers and clients from an onboarding, account maintenance and Customer Due Diligence perspective.
Accordingly, the role holder might also be responsible for the oversight and co-ordination of new business on-boardings, KYC Renewals and remediation projects, existing client maintenance and facilitation of client exits as well as supporting the client relationship managers with any relationship tasks.
In this role you will:
- Act as primary point of contact for clients and internal colleagues.
- Depending on the seniority of the CSE, the role holder may have client-facing responsibilities.
- Support senior management in identifying ways to improve the client experience.
- Support the achievement against targets for revenue generation, product alignment, and cost containment
- Assist in the preparation of documentation as instructed by the Relationship Manager or Investment Counsellors.
- Prepare briefing notes in advance of client meetings and take meeting notes as required.
- Assist in completeting review and submission of credit risk returns including limit excess/exception, security/documentation outstanding, monthly credit control reports etc.
- Monitor client activity focusing on cash balances and the maturity list.
- Coordination and completion of key operational activities, whilst providing regulatory expertise and risk management assistance.
- Responsible for the oversight and co-ordination of new business on-boards, KYC refreshes and remediation projects, existing client maintenance and facilitation of client exits as well as supporting the client relationship managers with any relationship tasks.
- Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the job holder is involved.
- Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
- Protecting the Bank by acting as First Line of Defence and observing all controls.
- Working in a Client Service Executive pool, covering all desks in Switzerland to ensure continuity of clients service.
- To be as autonomous as possible, ideally A to Z completion of tasks.
- To generously share knowledge and act as a mentor.
To be successful in the role, you should meet the following requirements:
- Completed qualification from a commerce school or a University Degree in Business Administration, economics or management;
- For a graduate from a business / commerce school, two years of experience;
- 2 to 3 years of experience as a Client Service Executive for a senior CSE role.
- Further professional certificates are a plus and can be a requirement for a senior CSE role.
- Excellent communication skills in English, other languages are a plus;
- Good communication skills with good level of customer experience;
- Strong organisation skills and a clear sense of urgency and prioritization with a focus on customer needs and solutions oriented thinking;
- Attention to the details and precision in particular when processing transactions.
- Understanding of how a private bank functions as far as transaction processing, customer documentation, cross border rules, financial crime compliance and account opening.
- Team player and spirit is a must.
- Computer literate with strong knowledge of programs such as word, excel and power point.
- Trainee programs: A possibility of also recruiting fresh University graduates for a training period of 6 months to then train them on the job and maintain those who show an interest and are capable of developing in the private banking field and ultimately in the field of relationship management.
- Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit.
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.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.
HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.
Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.
To discover more about HSBC, please check our website: https://www.hsbc.com/about-hsbc
Please apply via our careers website at the following link : https://mycareer.hsbc.com/external
Taleo reference: 0000H962
