Senior Asset Management Operations Manager

vor 3 Wochen


Genf, Genf, Schweiz HSBC Private Banking Vollzeit
Job Description

We are seeking a skilled Client Operations Manager to join our team in Switzerland. The successful candidate will be responsible for overseeing local client operations processes and data input, as well as contributing to the development of global standardized processes within the client operations target operating model.

  • Key Responsibilities:
  • Oversee local client operations processes and data input in coordination with other client operations teams in Europe and the Global Service Center Client Operations team.
  • Contribute to the development of global standardized processes within the client operations target operating model, including critical workflows such as distributor/wholesaler onboarding, rebate payment oversight, and client KYC outsourcing management.
  • Manage and contribute to know-your-distributor outsourcing oversight and management of distributor data requests.
  • Work in partnership with the Business Technology/IT team to prioritize core deliveries within an agile project environment.
  • Oversight of local wholesale client operations vendor, including 3rd party non-vendor monthly screening process.
  • Support local sales leads through the ongoing review and revision of current operational processes to enhance efficiencies and improve the client experience.
  • To understand major regulatory changes and their impacts on customers and internal teams.

Requirements:

  • A proven executive with strong general management and leadership skills.
  • A strong understanding of the asset management operational environment and developing distribution model and challenges.
  • Proven previous experience on core processes used within client operations (UME/CAR/Appian/CAM).
  • Proven prior experience in overseeing outsourced activities and vendor management processes.
  • Confidence and track record in building solid working relationships with key stakeholders.


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