Relationship Manager, Israel Market

HSBC Holdings plc; Genf; Vor Ort; CHF 120.000 - 220.000; Vollzeit

Benefits dieser Stelle

Healthcare

Pension

Family-friendly leaves

Zusammenfassung

HSBC Holdings plc in Switzerland seeks a Relationship Manager to acquire, develop and manage profitable HNW/UHNW clients linked to the Israeli market. You will originate new relationships, attract Net New Money and deliver against commercial targets for AUM and revenue.

You will leverage an established Israeli market network, delivering tailored wealth solutions with risk and regulatory standards in mind.

Qualifikationen

• Proven relationship management experience in private banking and HNW/UHNW client service.
• Strong business development and negotiation skills for acquiring new clients and net new money.
• Extensive network within the Israeli market and ability to convert referrals into opportunities.
• Fluency in English; Hebrew is preferred; additional languages a plus.

Aufgaben

• Originate new client relationships and attract Net New Money (NNM).
• Develop client relationship plans and deliver tailored wealth solutions with HSBC specialists.
• Maintain high standards of client service, risk management, KYC, and regulatory compliance.
• Collaborate across Global Private Banking to coordinate cross-border business and pricing.

Jobbeschreibung

The opportunity:

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

As a Relationship Manager at HSBC in Switzerland, you will acquire, develop and manage profitable, long-term relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients connected to the Israeli market.

Do you have Relationship Manager skills and a strong knowledge on the Israeli Market?

If you answered yes to any of these questions, we want to hear from you!

What you will do:

New business acquisition is a core requirement of this role. You will be expected to originate new client relationships, attract Net New Money (NNM) and deliver against agreed individual commercial targets for client acquisition, Assets Under Management (AUM) and revenue generation.

You will bring an established network within the Israeli market and demonstrate the ability to translate relationships and referrals into qualified prospects and new business opportunities.

Working closely with investment advisers, credit specialists, wealth planners and other colleagues across HSBC, you will develop a thorough understanding of clients’ needs and deliver tailored solutions. You will balance commercial performance with high standards of client service, risk management and regulatory compliance.

In this role you will:

• Proactively identify, approach and acquire new HNW and UHNW clients within the Israeli market through networking, referrals and targeted prospecting
• Build and maintain a qualified prospect pipeline, with clear acquisition plans and regular follow-up to convert opportunities into new client relationships
• Take ownership of agreed individual commercial targets, including new client acquisition, NNM, AUM and revenue generation. Progress against these targets will be reviewed regularly
• Develop and execute client relationship plans to retain and grow existing relationships, increase HSBC’s share of wallet and deliver sustainable portfolio growth
• Identify clients’ investment, financing, liquidity and wealth planning needs, working with relevant specialists to deliver suitable solutions
• Coordinate the origination and execution of business across Global Private Banking and the wider HSBC Group, where appropriate
• Ensure pricing reflects the bank’s value proposition and is applied in accordance with relevant policies
• Maintain high standards of client service and take ownership of resolving client enquiries and issues
• Apply sound judgement in assessing and managing client risk, ensuring the quality and completeness of Know Your Customer (KYC) documentation and ongoing due diligence
• Comply with applicable internal policies, external rules and regulatory requirements, including those relevant to cross-border activities
• Maintain internal control standards and address audit, compliance and regulatory findings promptly
• Contribute to the wider team through collaboration, knowledge sharing and exemplary professional conduct
• Strong analytical skills, attention to detail and sound risk judgement
• A collaborative approach and a commitment to high standards of client service and professional conduct
• Fluency in English; Hebrew is preferred. Other languages relevant to the client market 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

You should apply if you have:

• Proven relationship management experience in private banking, with a strong understanding of the needs of HNW and UHNW clients connected to the Israeli market
• A demonstrated track record of independently originating new client relationships, attracting net new money and delivering against commercial targets
• An established professional network within the Israeli market and the ability to generate and convert new business opportunities
• Strong business development, commercial and negotiation skills
• A sound understanding of financial markets, investment products, lending and wealth planning solutions
• Strong relationship management and communication skills, with the ability to build trust and engage confidently with clients and their professional advisers
• Strong analytical skills, attention to detail and sound risk judgement
• A collaborative approach and a commitment to high standards of client service and professional conduct
• Fluency in English; Hebrew is preferred. Other languages relevant to the client market 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:

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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