Senior Relationship Manager

Geneva, Geneva, ch
Company: HSBC Group
Category: Management Occupations
Published on 2021-06-23 04:07:15
Senior Relationship Manager:0000ETDE

Description

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.

The role is responsible for acquiring and growing profitable long-term relationships with local or international ultra and high net worth individual clients domiciled in Switzerland. Target clients must be able to invest at least $10mio through HSBC Private Banking.


The role is also responsible for a holistic understanding of clients' needs, and providing full-service banking and all transactions for the ultra/high net worth clients through the marketing of all appropriate company services. Additionally, this role will deliver innovative high value solutions across all product lines, gaining significant business and sustainable returns for the wider HSBC Group.


The role holder will have client-facing responsibilities, which will include the following:

  • Identify and acquire new-to-HSBC ultra/high net worth clients leading to inflows of Net New Money, specifically targeting local or international clients domiciled in Switzerland
  • Generate new opportunities out of referrals from existing clients or through other contacts to UHNW families and their respective family offices
  • Drive achievement against targets for client acquisistion, revenue generation, product alignment, customer satisfaction and cost containment
  • Grow HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with client/sector requirements
  • Provide full-service banking and all transactions to high-net-worth individual clients by the extension of credit and the marketing of company services
  • Identify event driven opportunities on an opportunistic basis, bringing in sector/country expertise as appropriate
  • Provide support to client’s portfolio management- in close collaboration with the responsible Investment Counsellor
  • Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments
  • Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk
  • Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved
  • Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
  • Manage junior coverage staff to support and deliver client performance against plan
  • Has regular contact and meetings with clients.
  • Ensure client’s objectives are met through the portfolio allocation
  • Ensure clients are aware of their level of risk
  • Follow-up portfolios on a regular basis and develops client’s profitability
  • Lead by example through financial results with excellent corporate behavior
  • Qualifications

    To be successful in the role, you should meet the following requirements:

  • At least 7 years of relationship management experience in the banking sector, banking with UHNW segment clients, with significant experience in originating UHNW and upper HNW clients and families
  • At least 5 years’ experience working within the Swiss Domestic market
  • Proven track record developing business, assets growth and revenue generation
  • Excellent commercial and negotiation skills
  • Highly developed communication skills for use in direct client contact and problem solving
  • Ability to provide strong financial and statistical analysis
  • Strong customer service focus
  • Attention to detail and the ability to think creatively to solve problems
  • Willingness to work in a target driven and high performance environment
  • Excellent understanding of financial markets and products
  • Fluent in French and English, other languages would be an asset
  • At HSBC we put great emphasis on our values. Our values define who we are as an organisation and what makes us distinctive.

    We are:
    Dependable - we are dependable, stand firm for what is right and deliver on our commitments
    Open - we are open to different ideas and cultures, and value diverse perspectives
    Connected - we are connected to our customers, communities, regulators and each other, caring about individuals and their progress

    These values reflect the best aspects of our 150-year heritage. They are vital to fulfilling our purpose of helping businesses to thrive, economies to prosper and ultimately helping people to fulfil their hopes and realise their ambitions.

    You’ll achieve more when you join HSBC.
     
    We are an equal opportunity employer and are committed to creating a diverse environment.

    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 background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.
     
    We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.
     
    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.
     
    To discover more about HSBC, please check our website:

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