Client Operations Manager (m|f|x) Zürich

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.

Tasks

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

Profile / Your qualification / Your personality

• 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

That awaits you

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.

• 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.

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Location

Gartenstrasse 26, CH-8027 Zürich