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 to be 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 (account 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 contained in it.
* Closing accounts despite increasing number of constraints (e.g. multiple blockages)
* Processing account closure in a timely manner, while always being in full compliance with HSBC Global Standards and account closing principles
* Managing the daily activities of the active Affiliate accounts
* Achieving productive conversations with clients
* Proactively flag and discuss any issues hindering work progress and accounts closure
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 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 from 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 the following unique and exciting opportunities and benefits:
* 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.
Our benefits will give you financial security, and can include:
* Health & meal allowance, public transport or (e-)bike allowance
* Our family-focused benefits can help you to 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 "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave
* Emergency Childcare with the Red Cross, free of charges for HSBC employees.
* Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
* Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme