Client Services Manager - Location: Geneva or Zurich
Being part of HSBC in Switzerland, you’ll help evolve and grow our business. This role forms an integral part of the overall sales support coverage model for the Wholesale, Institutional and ETF client channels. Based in Geneva or Zurich, the role will encompass the responsibility of client servicing and business development. Additionally, this role will require in-depth knowledge of AMG (Asset Management) solutions and the ability to assess product positioning to meet Client needs.
Are you interested? Do you have a strong knowledge of Asset Management? Do you enjoy being part of a cohesive team?
What you’ll do:
* Sales & Service support processes for the Wholesale/Institutional distribution channels within Asset Management.
* The role holder will be responsible for overseeing the production and distribution of client reports and investment review meeting materials to support wholesale sales & client service team.
* The role holder will be responsible for oversight of setting up and maintaining Client records in CRM and supporting bespoke client servicing requests and business acceptance processes.
* The role holder will be responsible for overseeing the setup of Transfer Agent (TA) accounts and all the fund queries.
* Contribute to the efficiency of the Client Service Team and assist the onshore team in completing legal arrangements, i.e., Distribution Agreements / Rebates.
* Assist in marketing activities of the team including pre and post planning of events.
* Said individual will play an active role in building up new processes and suggesting improvements and enhancements to existing ones.
* Contribute proactively to the overall sales process, growth strategy, and client contact strategy and ability to build strong relationships with onshore, Front office, Product, and Marketing teams.
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