Client Service Executive - Fixed Term Contract 8 months

HSBC Holdings plc; Genf; Sur place; CHF 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Healthcare

Pension

Family-friendly leaves

Résumé du poste

HSBC Holdings plc in Switzerland seeks a Client Service Executive to act as the primary contact for external clients and internal teams on flow transactional banking matters. You will work with Relationship Management and product teams across borders to deepen client relationships and grow income.

Key responsibilities include coordinating onboarding, KYC renewals, and remediation projects, while supporting relationship managers with cross‑border servicing and risk management.

Qualifications

• Higher education in finance or a related field
• Experience in private banking or wealth management is preferred
• Strong communication and customer service skills
• Familiarity with KYC and onboarding processes

Responsabilités

• Act as a primary contact for Relationship Managers and clients across onboarding, maintenance and due diligence.
• Coordinate multi-jurisdictional client servicing and regulatory risk management.
• Support senior management to strengthen client relationships and drive revenue.
• Prepare client meeting materials and proposals for reviews and new money requests.
• Oversee onboarding, KYC renewals and remediation projects to maintain client relations.

Connaissances

Customer service

Communication

Analytical skills

Relationship management

Teamwork

Sales skills

Formation

Finance degree or related field

Outils

Microsoft Office

Avaloq

Description du poste

The opportunity:

Being part of HSBC in Switzerland, you'll help evolve and grow our business.

As a Client Service Executive, your main responsibilities will include acting as the primary point of contact for external clients and internal colleagues on flow transactional banking matters. You'll work closely with Relationship Management and product teams across the world. This role supports senior staff within the relevant sector or country to deepen client relationships and improve income generation through focused business development activities.

Are you interested? Do you have proven customer service, communication and analytical skills? 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 Client Service Executive provides multi-jurisdictional client support to HSBC's Relationship Management and Acquisition teams, facilitating client reviews, renewals, maintenance and exits across all HSBC products. The client management support function coordinates key operational activities while providing regulatory expertise and risk management assistance.

The role includes acting as a point of contact for Relationship Managers and clients from an onboarding, account maintenance and customer due diligence perspective.

You may also be responsible for overseeing and coordinating new-business onboarding, Know Your Customer (KYC) renewals and remediation projects, maintaining existing client relationships, facilitating client exits and supporting Relationship Managers with relationship-management activities.

In this role you will:

• Support senior management and Relationship Managers in strengthening client relationships, increasing HSBC's share of wallet and delivering revenue, product alignment, customer satisfaction and cost-containment targets
• Provide high-quality industry, competitor and client-level analysis to support business development, portfolio management, credit assessment and the identification of marketing opportunities
• Prepare client-meeting briefings, proposals, presentations, pitches and structured credit-application remarks for annual reviews and new-money requests
• Act as a key contact for clients and internal teams, coordinating multi-jurisdictional client servicing, service requests and relationship support across HSBC products
• Oversee onboarding, KYC renewals, remediation, account maintenance, client reviews, exits and other operational activities, providing regulatory and risk management expertise
• Maintain strong control standards by completing credit risk reporting, identifying potential credit issues, meeting regulatory requirements and supporting audit and first-line-of-defence responsibilities

You should apply if you have:

• Higher education in finance or a related field
• A minimum of two years' proven and progressive private banking experience
• Proven customer service, communication, sales, analytical and planning skills
• A good understanding of the major products and services available in the private banking industry
• Credit skills, ideally gained in an area dealing with high-net-worth individuals or business banking
• IT skills, including knowledge of Microsoft Office applications and Avaloq
• Excellent communication skills and solutions-oriented thinking
• A detail-oriented approach and the ability to show initiative
• Strong teamwork skills, with proven experience providing excellent support to senior Relationship Managers
• Fluency in English; German or French is strongly preferred
• 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:

We offer a comprehensive and competitive package of benefits usually covering healthcare, life assurance, pension, and family friendly leaves, as well as many other benefits to support your wellbeing.

HSBC operates multiple variable pay plans, to reflect the diverse nature of the businesses, roles and markets in which we operate. Variable pay is designed to reward colleagues for their individual performance and contribution, as well as the performance of their relevant Business / Infrastructure, and the overall Group.

HSBC has been certified "Top Employer 2026" in Europe. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in France, Germany, Italy, Luxembourg, Netherlands, Poland, Spain and Switzerland.

HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please let us know.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

For further information on building your career at HSBC, please visit: www.hsbc.com/careers

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