Client Services Manager - Location : Geneva or Zurich

Being part of HSBC in Switzerland, you’ll help evolve and grow our business. This role forms an integral part of the overall sales support coverage model for the Wholesale, Institutional and ETF client channels. Based in Geneva or Zurich, the role will encompass the responsibility of client servicing and business development. Additionally, this role will require in-depth knowledge of AMG (Asset Management) solutions and the ability to assess product positioning to meet Client needs.

Are you interested ? Do you have a strong knowledge of Asset Management ? Do you enjoy to be part of a cohesive team ?

What you’ll do:

• Sales & Service support processes for the Wholesale/Institutional distribution channels within Asset Management
• The role holder will be responsible to oversee the production and distribution of client reports and investment review meeting materials to support wholesale sales & client service team
• The role holder will be responsible for oversight of setting up and maintaining Client records in CRM and supporting bespoke client servicing requests and business acceptance processes
• The role holder will be responsible for overseeing the setup of Transfer Agent (TA) account and all the fund queries
• Contribute to the efficiency of the Client Service Team and assist the onshore team in completion legal arrangements i.e. Distribution Agreements / Rebates and
• Assist in marketing activities of the team including pre and post planning of events
• Said individual will play an active role in building up new processes and suggesting improvements and enhancements to existing ones
• Contribute proactively to the overall sales process, growth strategy and client contact strategy and ability to build strong relationships with onshore, Front office, Product and Marketing teams

Requirements:

• Advanced Graduation in Finance from a reputed institute with Capital Markets Industry certifications preferred
• Extensive knowledge of Asset Management / fund distribution / Private and Universal Banks / financial products & their role in the Asset and wealth management business
• Experience in Client Relationship Management, client reporting, sales & service support operations for Institutional clients
• Experience in supporting Institutional Sales team and handling CRM tools in maintaining client relationship data
• Experience in handling wholesale and Institutional client service requests – regular and ad-hoc (Reports, Materials, etc.)
• Knowledge of financial markets, macro-economic environment, theory, tools and strategies
• Analytical Skills - proven interpretation and utilization of management information and ability to distil complex and varied data into information; good process analysis and problem solving skills
• Excellent written, verbal & presentation (including advanced PowerPoint) communication skills and ability to be persuasive, pragmatic in approach
• Stakeholder management is a critical attribute, and team-spirit needed
• Excellent understanding of the fund order processing flow from start to end and understanding of the regulatory framework regarding distribution of funds across EMEA
• Ability to understand and analyse client requests in order provide precise and informative output
• Ability to navigate in a complex environment across jurisdictions and different business models
• 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.
• We’ll give you a huge range of resources that support your mental, physical and social well-being, including:
  • Various sports and leisure activities organised by the employees for the employees.
  • The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
• You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices.
• You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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 - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. 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.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. 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.

Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.

Please apply via our careers website at the following link: https://mycareer.hsbc.com/external

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