Relationship Officer

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 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:

• 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
• 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