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 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 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 completing tasks from A to Z.

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.
• Previous background in a Financial institution for a junior 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 a strong level of customer experience.
• Strong organizational skills with a clear sense of urgency and prioritization focusing on customer needs and solutions-oriented thinking.
• Attention to detail and precision, particularly when processing transactions.
• Understanding of how a private bank functions regarding 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 PowerPoint.
• Due to immigration restrictions in Switzerland, we will only consider applications from Swiss or EU citizens or candidates holding a valid Swiss work permit.

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply if you believe this role is right for you.

What you’ll get in return:

Not only is HSBC a great place to work, but we also offer unique and exciting opportunities and benefits:

We’ll help you progress your career, including access to development programs, 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.

Our benefits will give you financial security, and can include:

• Health & meal allowance, public transport or (e-)bike allowance.
• Family-focused benefits can help you support your loved ones, including days off for key events (weddings, moving house, adoption), a one-time marriage or registering of a "Civil Partnership" grant, a one-time premium for birth or adoption as a "gift" or "voucher", 4 weeks’ paternity leave & 26 weeks’ maternity leave.
• Emergency Childcare with the Red Cross, free of charge for HSBC employees.
• Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave.
• Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme.

We’ll give you a huge range of resources that support your mental, physical, and social well-being, including:

• Various sports and leisure activities organized by employees for employees.
• The Bank offers employees and their family members a specialized free, confidential service to help them deal with any personal problems – either at work or at home, with unlimited telephone consultation 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 workplace, you will have access to various employee resource groups that aim to promote and achieve a healthy work/life balance and support our diversity ambitions.