Client Life Cycle Management Advisor and Governance Officer

Job description

Job description

The opportunity: Client Life Cycle Management Advisor and Governance Officer

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.

The Client Life Cycle Management Advisor and Governance Officer is responsible for leading, at Client Life Cycle Management (CLM) level, the development and embedding of actions to support the Bank’s key strategic plans for Client acquisition and development. Particularly focusing on onboarding stage improvements, this person will deliver consistent and practical end-to-end operational support to client facing teams, providing first-class client experience to both internal (client facing) and external clients, ensuring compliance with internal and external guidelines and regulations for this key client stage.

Are you interested? Do you have Client Lifecycle Management skills? 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 :

·  Actively participate into the strategic growth workshop and coordinate tangible improvements of onboarding process Coordinate for CLM the prioritization/fast tracking committees  

·  Support CLM capacity planning getting Front Office (FO) anticipations in terms of growth, formalizing them in a plan for the onboarding pipeline and keeping this plan up to date

·  Lead or participate into the relevant Benchmarking exercises related to Onboarding or Periodic and Event Driven Reviews ( PEDRs) processes

·  Formally support the implementation of the CLM Advisory service at onboarding, including documentation of process, procedures and Desk Instruction Manuals

·  Provide dynamic advisory and operational support to front office staff at account opening stage, coordinating with the relevant Subject Matter Expert in order to provide clients with the best outcome in terms of opening timeline and service

·  Coordinate and support in this context the approval process for relevant Due Diligence Committees (DDC) and Reputational Risk and Customer Selection Committee (RRCSCs) 

·  Design and maintain a training program for new recruits in CLM with an accreditation process for onboarding staff

·  In coordination with FO management and Financial Crime Advisory, implement and embed an Onboarding Accreditation process for FO staff clarifying
·  Relationship Managers, Relationship Officers and assistants roles in the process and in systems

·  Finalize the implementation of the onboarding tollgate and Quality Control and actively use Quality Control results from Onboarding and PEDRs to propose proactive actions on key points: targeted trainings, process clarification communications

·  Drive further embedding with FO and CLM of key process changes deliverables: Update and use of Digital welcome pack, use of the new inbox in Appway targeting a replacement of the pipeline tracker, use of existing Appway documents, DDC submissions simplification and improvements   

·  Coordinate audit reviews for CLM: plan follow up, Terms of Reference, Data extractions, files production

·  Centralize and organize information so that it is retrievable and auditable for governance

·  Measured active participation and feedback from Group members

·  Clear prioritization for accounts opening and fast tracking

·  Monthly updates of anticipated onboarding plans to support growth capacity and proactive updates for the relevant governance forums 

·  Delivery of benchmarks on time and analysis of results

Requirements

You should apply if you have:

·  Excellent communication skills and aptitude to work in a global and complex / matrix organization.

·  Ability to work and thrive in a fast changing, results driven environment.

·  Capacity to manage multiple deliverables, to prioritize and manage your workload, your stakeholder’s expectations.

·  Outstanding analytical, investigation and summarizing skills.

·  Ability to highlight problems but more importantly offer solutions, and drive through their execution in a collective environment.

·  Strong management information background, both in terms of required content, production processes and understanding what drives the numbers reported.

·  Solid controls background. 

·  Private Banking / Wealth management industry is preferable.

·  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 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.

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.