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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 (accounts 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.
In this role you will:
* 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.
* Close accounts despite increasing number of constraints (multiple blockages).
* Process account closures in a timely manner, while always being in full compliance with HSBC Global Standards and account closing principles.
* Manage the daily activities of the active Affiliate accounts.
* Achieve productive conversations with clients.
* Proactively flag and discuss any issues hindering work progress and account closures.
Requirements:
* 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 a 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 candidates holding a valid Swiss work permit.
What you’ll get in return:
* 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 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 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.
* Various sports and leisure activities organised by the employees for the employees.
* The Bank offers 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 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.
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