Client Service Executive
Vor 2 Tagen
Client Service Executive
Being part of HSBC in Switzerland, you’ll help evolve and grow our business.
This role supports the senior staff within sector/country to deepen client relationships and improve income generation through focused business development activities.
Are you interested? Do you have a good understanding of how a private bank functions as far as transaction processing, customer documentation, cross border rules, financial crime compliance and account opening? 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:
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 coordination 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 is responsible for 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 completing 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.
- Coordinate and complete key operational activities, whilst providing regulatory expertise and risk management assistance.
- Responsible for the oversight and coordination 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.
- Protect the Bank by acting as First Line of Defence and observing all controls.
- Work in a Client Service Executive pool, covering all desks in Switzerland to ensure continuity of client service.
- Be as autonomous as possible, ideally A to Z completion of tasks.
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