Relationship Officer
vor 2 Wochen
Job Description
Being part of HSBC in Switzerland, you'll help evolve and grow our business.
The Relationship Officer is responsible for the management and closing stages of a client lifecycle (closing accounts) while delivering high quality client service.
Are you interested? Do you have proven and progressive private banking experience or equivalent? Do you enjoy being part of a cohesive team?
If you answered yes to any of these questions, we want to hear from you
What you will do:
- Manage in a timely and efficient way the account closing process
- Provide support to the managing of affiliate accounts (account of other Group entities)
- Deliver high-level professional client experience to both internal (stakeholders) and external clients
- In all activities, comply with internal and external guidelines and regulations and the law
- Maintain the highest standard of excellence in client service by attending to client enquiries and requests
- Explain operational matters to clients. Develop clients' awareness, understanding and ability to comply with our operational requirements.
- Prompt and appropriate action taken to address client feedback/complaints.
- Ensure that all client-service related activities are fully in compliance with the processes and procedures contained in it.
- Closing accounts despite increasing number of constraints (e.g. multiple blockages)
- Processing account closure in a timely manner, while always being in full compliance with HSBC Global Standards and account closing principles
- Managing the daily activities of the active Affiliate accounts
- Achieving productive conversations with clients
- Proactively flag and discuss any issues hindering work progress and accounts closure
- Proven and progressive private banking experience or equivalent
- Proven customer service, communications, sales, analytical, organizational, and planning skills
- Good understanding of the major products/services available in the private banking industry
- IT Skills – knowledge of Microsoft Office Applications – knowledge of Avaloq would be an asset
- Excellent communication skills
- Ability to work in stressful situations
- A very good team player with drive for success and achievement
- Fluent in English and French; other languages would be an asset
- 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.
What you'll get in return:
Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:
- We'll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
- You can work your way and will have a say in when, where and how you and your team flexibly work together.
- Health & meal allowance, public transport or (e-)bike allowance
- Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks' paternity leave & 26 weeks' maternity leave
- Emergency Childcare with the Red Cross, free of charges for HSBC employees.
- Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
- Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme
- Various sports and leisure activities organised by the employees for the employees.
- The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
- You'll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
- You'll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
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.
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.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
If you have a need that requires accommodations or changes during the recruitment process, please let us know.
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.
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.
For further information on building your career at HSBC, please visit: www.hsbc.com/careers#J-18808-Ljbffr
-
Client Relationship Officer
vor 2 Wochen
Genf, Genf, Schweiz Start Emploi VollzeitOur client, an Independent Wealth Manager, is looking for a full-time permanent position as aClient Relationship OfficerWe offer a position that has a high learning curve; you can work autonomously but within a dynamic and strong team.Client relationship:Shadow Senior Relationship Managers on client relationshipsPrepare bespoke documents for clients i.e.,...
-
Client Relationship Officer
vor 4 Wochen
Genf, Genf, Schweiz Banque Pictet & Cie SA VollzeitYour teamPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.A position is open for a Client...
-
Relationship Officer
vor 2 Wochen
Genf, Genf, Schweiz HSBC VollzeitBeing part of HSBC in Switzerland, you'll help evolve and grow our business.The Relationship Officer is responsible for the management and closing stages of a client lifecycle (closing accounts) while delivering high quality client service.Are you interested? Do you have proven and progressive private banking experience or equivalent? Do you enjoy being part...
-
Relationship Officer
Vor 2 Tagen
Genf, Genf, Schweiz HSBC VollzeitBeing part of HSBC in Switzerland, you'll help evolve and grow our business.The Relationship Officer is responsible for the management and closing stages of a client lifecycle (closing accounts) while delivering high quality client service.Are you interested? Do you have proven and progressive private banking experience or equivalent? Do you enjoy being part...
-
Relationship Officer
vor 1 Stunde
Genf, Genf, Schweiz HSBC Private Bank VollzeitBeing part of HSBC in Switzerland, you'll help evolve and grow our business.The Relationship Officer is responsible for the management and closing stages of a client lifecycle (closing accounts) while delivering high quality client service.Are you interested? Do you have proven and progressive private banking experience or equivalent? Do you enjoy being part...
-
Relationship Officer
vor 2 Wochen
Genf, Genf, Schweiz HSBC VollzeitBeing part of HSBC in Switzerland, you'll help evolve and grow our business. The Relationship Officer is responsible for the management and closing stages of a client lifecycle (closing accounts) while delivering high quality client service. Are you interested ? Do you have proven and progressive private banking experience or equivalent ? Do you enjoy...
-
Client Relationship Officer Team Lead
Vor 5 Tagen
Genf, Genf, Schweiz Banque Pictet & Cie SA VollzeitAbout the RoleWe are seeking a highly skilled and experienced Client Relationship Officer to join our team at Banque Pictet & Cie SA. As a key member of our client service team, you will be responsible for delivering exceptional customer experiences through front-line operational excellence.In this role, you will be involved in all aspects of daily banking...
-
Relationship Development Officer
vor 2 Wochen
Genf, Genf, Schweiz WHO VollzeitAbout the PositionThis is an exciting opportunity to join our team as a Donor Relations Manager! As a key member of our development team, you will play a crucial role in building and maintaining relationships with our donors and stakeholders and develop growth strategies to support partnership renewal and growth efforts.You will focus on creating engaging...
-
Relationship Development Officer
vor 7 Stunden
Genf, Genf, Schweiz beBee Careers VollzeitAbout the Job">This position involves managing a portfolio of clients in LATAM and Switzerland, providing exceptional service and driving growth through new business opportunities.Key Areas of Responsibility">">Assist clients with account openings, compliance, and tax profile evaluations;">Presentation of the full range of services to identify new client...
-
Client Relationship Officer
vor 4 Wochen
Genf, Genf, Schweiz Pictet Group VollzeitPictet Wealth Management s'appuie à la fois sur un héritage bancaire suisse de plus de 200 ans et sur une expertise internationale en matière d'investissement. Groupe détenu et dirigé par des associés, Pictet propose une gamme complète de services financiers destinés à des familles et à des particuliers fortunés, comprenant des solutions de...
-
Client Relationship Officer
Vor 5 Tagen
Genf, Genf, Schweiz Banque Pictet & Cie SA VollzeitYour teamPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.You will deliver a world-class...
-
Relationship Banking Professional
vor 2 Wochen
Genf, Genf, Schweiz HSBC VollzeitThe Relationship Officer plays a vital role in the Private Banking team at HSBC. Their main objective is to manage the account closure process while maintaining exceptional client relationships. To achieve this, they must have outstanding communication skills, the ability to work efficiently under pressure, and a deep understanding of regulatory...
-
Relationship Management Coordinator
vor 1 Woche
Genf, Genf, Schweiz Deutsche Bank VollzeitJob Requirements">We are seeking a highly skilled and motivated Sales Coverage Support Analyst to join our team. As a key member of our service team, you will play a critical role in delivering exceptional client service and support to our clients.">About the Role:">The successful candidate will have strong analytical and problem-solving skills, with...
-
Client Relationship Manager
vor 2 Wochen
Genf, Genf, Schweiz Michael Page International (Switzerland) SA VollzeitJob Description:We are seeking an experienced Client Relationship Manager to join our team in Geneva. As a key member of our private banking department, you will be responsible for building and maintaining relationships with high-value clients, including corporations, family offices, and institutional clients.Your primary objective will be to develop...
-
Relationship Manager
vor 2 Wochen
Genf, Genf, Schweiz Start Emploi VollzeitStart Emploi is seeking a skilled Client Relationship Officer to join our team.Job Summary:This role offers a unique opportunity for an experienced professional to utilize their skills and expertise in wealth management to drive business growth and success.The ideal candidate will have a proven track record of delivering high-quality results in a fast-paced...
-
High-Net-Worth Relationship Manager
vor 1 Tag
Genf, Genf, Schweiz Agius & Partners VollzeitProfile:Agius & Partners, a leading provider of high-net-worth relationship management services, is seeking an experienced Senior Private Banker to join our team. As a seasoned professional with a strong entrepreneurial spirit and a well-established book of business, you will be responsible for onboard and managing UHNW clients from your target market.The...
-
Relationship Manager
vor 1 Woche
Genf, Genf, Schweiz Redstone Search Group VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Customer Relationship Specialist
vor 4 Stunden
Genf, Genf, Schweiz beBee Careers VollzeitAbout the RoleThis Customer Relationship Specialist will play a crucial element of our Swiss team in Geneva office by supporting CRMs in their day-to-day tasks.Main ResponsibilitiesProvide day-to-day support to CRMs and Desk Heads in administrative and commercial activities.Assist in managing cash and corporate actions on a daily basis.Execute trades across...
-
Donor Relations Officer
vor 1 Tag
Genf, Genf, Schweiz beBee Careers VollzeitJob ProfileBuilding Donor Relationships for SuccessWe are seeking an experienced Donor Relations Officer to join our team. In this role, you will be responsible for building and maintaining strong relationships with donors, ensuring timely and effective communication, and identifying opportunities for stewardship and recognition.You will work closely with...
-
Client Relationship Manager
vor 8 Stunden
Genf, Genf, Schweiz beBee Careers VollzeitAbout the RoleThis is an exciting opportunity for a Client Relationship Manager to join our team in Geneva. As a key member of our boutique, you will be responsible for developing and maintaining strong relationships with clients, providing exceptional customer service, and driving sales growth.Your Key Responsibilities:Build and maintain relationships with...
