Client Selection and Exit Management Analyst

Job description

Job description

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.

The Client Selection and Exit Management (CSEM) Analyst is responsible for supporting governance for Client related processes for HSBC Private Bank in Switzerland (PBRS). The position gives the unique opportunity to play a crucial role in the management of the risks related to the client’s lifecycle, starting from the onboarding process approval coordination up to the follow up of the potential Bank exit decisions.

Are you interested ? Do you have a good knowledge of the Private Banking business and processes ? 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: 

The Client Selection and Exit Management Analyst assists the head of Client Lifecycle Management (CLM) Governance in orchestrating key stakeholders in the exercise of their governance responsibilities. She/he also ensures that all the risks related to the clients’ onboarding and the life cycle are properly adhered to. She/he will assist the Secretariat of the Due Diligence Committee (DDC) and of the Reputational Risk Client Selection Committee (RRCSC) in ensuring that all decided actions are implemented on a timely basis.

 

In this role you will:

·  Ensuring full alignment to the Group Private Bank (GPB) policy and procedures, by maintaining updated Desk Instruction Manuals, Compliance Monitoring Plans and Variances/Deviations, when applicable.
·  Ensuring full adherence to the GPB Risk and Controls model and a continued delivery of sustainable key control indicators though a timely reporting of monthly Management Information (MI’s) and Key Performance and Risk Indicators (KPIs/KRIs).
·  Collaboration across other locations and Line of Business, participation to Working Groups.
·  The Client Selection and Exit Management Analyst will additionally ensure the following, acting as support and coverage, as needed, to the Secretariat of the key Risk (RRCSC & DDC) Committees:
·  Quality of material submitted to RRCSC & DDC, by ensuring minimum standards are respected.
·  Synergy of activities between both Committees.
·  Proper coordination between the Committees' Members and the different stakeholders.
·  Accurate drafting of the minutes and efficient follow-up on open actions raised by the Committees.
·  Maintain the highest possible standard in the Client Selection and Exit Management Process and deliver operational excellence
·  Improve quality and leverage CLM & Front Office (FO’s) know-how in regards to the material submitted to RRCSC & DDC by ensuring minimum standards are respected in terms of formatting and content
·  Develop synergies and streamlining of activities, as well a proper coordination between both Committees and the different stakeholders
·  Accurate drafting of the minutes regarding the discussions held as well as the final decisions of the Committees
·  Efficient follow-up on open Actions raised by the Committees

Requirements

·  Excellent organizational and communication skills, fluent in English, both written and spoken
·  Inter-personal skilled, at ease under pressure and demonstrating excellent resilience
·  Good knowledge of the Private Banking business and processes
·  Ability to motivate and achieve high performance for himself/herself and for the stakeholders
·  Proven change management capacity and strong leadership and prioritization skills
·  Skilled IT user with a capacity to adapt to new or complex tools and use efficiently all usual software suit (Excel, Word, Access, Outlook, etc…)
·  International profile with practice in another countries and multi-cultural experience is a plus
·  Flexible and accountable: Open (to different ideas and cultures), dependable (by doing the right thing and take personal accountability) and Connected (with our clients, providers, regulators and colleagues by demonstrating collaboration and respect)
·  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 includ e:

·  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.

 

HSBC has been certified “Top Employer 2025” in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland.

 

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.

 

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