Do you have strong regulatory compliance expertise, sound judgement and the ability to influence senior stakeholders in a complex, fast-paced environment? 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 roleholder's main responsibilities include acting as primary point of contact for high net worth or ultra high net worth individual clients externally and stakeholders internally and provide services and execute tasks to ensure the highest levels of customer and Senior Relationship Managers satisfaction in line with regulatory requirements and bank policy.
In this role you will:
- Manage and develop a portfolio of HNW and UHNW families and family offices, building trusted relationships through regular contact, personalised advice and consistently high service standards
- Understand and meet clients' objectives and needs, providing comprehensive banking, transaction and wealth management services, including regular portfolio reviews and suitable investment ideas
- Coordinate access to HSBC's global capabilities, working closely with Senior Relationship Managers, Market Heads, Investment Advisors, Credit Advisory and other Group businesses to deliver investment, lending and banking solutions
- Drive business development and performance, generating referrals and new opportunities while supporting revenue growth, product alignment, customer satisfaction and cost management targets
- Maintain robust client due diligence and transaction controls, ensuring account-opening documentation, KYC information, client wealth and funds, risk profiles and transactions are accurately understood, explained, documented and escalated where required
- Uphold HSBC's conduct, compliance and control standards, delivering fair customer outcomes, complying with applicable rules and procedures, implementing audit and regulatory actions promptly, and leading by example through professional behaviour and teamwork
Preferably a University graduate with professional certificates such as CFA, CPA, etc. Extensive knowledge in private banking in the roles of Client Service Executive / assistant investment counsellor/advisor and/or Client Manager Solid understanding of financial products, markets and lending and a good understanding of sophisticated products such as derivatives, structured products and futures Excellent social and communication skills with customers and colleagues Fluent in English and other languages are a plus Good understanding of how a private bank functions as far as 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 programmes such as Word, Excel and PowerPoint Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit
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Senior Relationship Officer, Italy Market in Genf Arbeitgeber: HSBC Holdings plc
HSBC Deutschland bietet als Arbeitgeber ein dynamisches und unterstützendes Arbeitsumfeld, das Vielfalt und Inklusion fördert. Mit flexiblen Arbeitszeitmodellen, umfangreichen Weiterbildungsprogrammen und einem umfassenden Leistungspaket, einschließlich betrieblicher Altersversorgung und Gesundheitsmanagement, ermöglicht HSBC seinen Mitarbeitenden, ihre Karriere aktiv zu gestalten und gleichzeitig eine ausgewogene Work-Life-Balance zu erreichen. Die Auszeichnung als 'Top Employer 2025' unterstreicht das Engagement von HSBC für exzellente HR-Praktiken und macht die Bank zu einem attraktiven Arbeitsplatz in der Finanzbranche.
