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Relationship Officer

vor 4 Monaten


Genf, Genf, Schweiz HSBC Private Bank (Suisse) SA Vollzeit
The opportunity: Relationship Officer – Greek MarketAt HSBC, we're a well-established global organization with a diverse customer base spanning 62 countries. In Europe, our goal is to excel as an international wholesale bank and we are seeking talented individuals like you to help us achieve this objective. Whether you aspire to climb the corporate ladder or explore new horizons, we provide a platform of opportunities, support and recognition to propel you forward.The main responsibilities of this role involve serving as the primary contact point for high net worth individual clients and stakeholders, ensuring top-notch service levels and client satisfaction in compliance with regulations and bank policies. You will work closely with Relationship Managers to nurture client relationships, enhance revenue streams, and deliver tailored business development solutions.In addition, you will oversee a portfolio of accommodation accounts, ensuring service standards are met and identifying opportunities for relationship growth.If you have experience as a Relationship Officer and thrive in a collaborative team environment, we want to hear from you.What you will do:
  • Interact directly with clients regarding their account needs and provide support to Relationship Managers.
  • Deliver exceptional client service by addressing enquiries and requests promptly.
  • Offer a comprehensive range of banking and transaction services.
  • Handle internal account matters efficiently and meet key performance indicators.
  • Ensure completeness and accuracy of client account documents.
  • Assist in the credit application process to meet deadlines.
  • Contribute to revenue targets and customer satisfaction goals.
  • Maintain regular communication with clients and understand their requirements.
  • Ensure compliance with all client-service related activities.
  • Support client relationships and revenue growth initiatives.
  • Prepare necessary documentation for client meetings and credit risk assessments.
  • Update client information and monitor financial activities.
  • Adhere to compliance regulations and internal procedures.
  • Maintain internal control standards and address audit points proactively.
Requirements:
  • University degree with professional certifications like CFA, CPA is preferred.
  • Minimum 5 years of experience in private banking roles.
  • Solid knowledge of financial products, markets, and sophisticated offerings.
  • Excellent communication skills and fluency in English; additional languages are a plus.
  • Understanding of private banking operations and compliance requirements.
  • Team player with proficiency in computer applications.
  • Eligibility to work in Switzerland.
Even if you do not meet all qualifications, feel free to apply if you believe this role suits you.What you'll get:Access to career development programs, mentorship, and training opportunities.Flexible work arrangements and comprehensive benefits package.Support for your physical, mental, and social well-being.Opportunities for international exposure and networking.Participation in Employee Resource Groups for diversity and inclusion.