Client Operations Manager – Location : Geneva or Zurich

At HSBC, we’re a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we need talent like you to help us meet our ambition. Whether you want a career that could take you to the top or in an exciting new direction—we offer opportunities, support and rewards that will take you further.

Here in Switzerland, you’ll help evolve and grow our business. Asset Management is an attractive industry and one highly relevant to the HSBC’s client franchise and strategic growth agenda. It is an industry which is growing rapidly but also experiencing an unprecedented level of change and potential disruption, driven by regulatory scrutiny, changing client needs, dislocated asset markets and industry pricing pressures.

The environment requires intense focus and delivery on transformational growth and business restructuring initiatives. The primary responsibility of the Client Operations Manager is to support the local Wholesale Distribution teams in delivering high-quality pre-sales, sales and post-sales experiences to Asset Management's clients. Client Operations is a relatively new functional grouping within Asset Management Operations and a key deliverable for this role will be its successful build-out and implementation in the AMG business as part of the global function.

Are you interested ? Do you have a strong understanding of the asset management operational environment ? 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:

• Oversee local Client Operations processes and data input (e.g., Intermediary due diligence via UME platform, Client Onboarding via Appian platform and Client Document Management) in coordination with other Client Operations teams in Europe and the Global Service Center Client Operations team.
• Contribute to the development of global standardised processes within the Client Operations target operating model including critical workflows such as Distributor/Wholesaler on-boarding, Rebate Payment oversight and approval, Client KYC outsourcing oversight and management of client data requests alongside standard reporting and issue escalation.
• Manage and contribute to Know Your Distributer outsourcing oversight and management of distributor data requests.
• Work in partnership with Business Technology/IT Team to prioritize core deliveries within an Agile project environment contributing to PI Planning cycles and develop suitable OKRs for the local business to measure against.
• Management/Oversight of local wholesale client operations vendor including 3rd party non-vendor monthly screening process.
• Support local Sales leads through the on-going review and revision of current operational processes to enhance efficiencies, implement single global models and ensure aligned to improve client experience.
• To understand major regulatory changes and their impacts on customers and internal teams. Work collectively to identify and deliver solutions.
• Provide constructive challenge to existing practices/proposed initiatives and generate new and innovative solutions to address complex issues facing Asset Management Switzerland client operations.
• Apply external market knowledge and benchmarks and internal benchmarks and insights to identify opportunities to improve performance and practices.

Leadership & Teamwork:

• Timely and effective performance management.
• Work with team in Bangalore on wholesale client operations activities performed for AMG.

Operational Effectiveness & Control:

• Develop, execute and monitor the third-party risk management processes for the oversight and due diligence of non-client contracts.
• Ensure appropriate governance structures are in place within the responsibilities of the jobholder.

Requirements:

• We are looking for a proven executive with strong general management and leadership skills.
• A strong understanding of the asset management operational environment and developing distribution model and challenges.
• Proven previous experience on the core processes used within Client Operations (UME/CAR/Appian/CAM)
• Proven prior experience in overseeing outsourced activities and vendor management processes.
• Confidence and track record in building solid working relationships with key stakeholders.
• Ability to manage and prioritise the needs of multiple stakeholders.
• Focused and analytical individual with strong interpersonal skills and the confidence to interact with senior management and make measured decisions which may have far-reaching implications.
• Demonstrable evidence of delivering against a strategic vision whilst having the ability to understand detail and processes.
• An understanding of the product delivery environment and lifecycle is preferable but not essential.
• Ability to support decisions with sound reasoning. Ability to clearly articulate business and regulatory implications of analysis and findings.
• Highly motivated self starter with proven ability to work collaboratively within a team and who can influence and motivate people around them.
• Good presentation skills.
• Problem solver.
• Adaptable and can thrive in a diverse work environment.
• 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’ll help you progress your career, including access to development programs, 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.

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.

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

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