PURPOSE OF THE ROLE
Reporting into the Client Administration Department Manager, the successful applicant will be responsible for the review and analysis of account opening documentation, as well as the monitoring of the team’s productivity.
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An increasingly complex
world requires increasingly
sophisticated minds.
Our ethos at HSBC Private Bank, the principal private banking business of the HSBC Group, is to make no assumptions, to believe boundaries are a state of mind, to believe that just because something hasn’t been done doesn’t mean it can’t be. As a truly global business with over 90 offices in 37 countries and territories, we seek people who are able to work in an international environment and live our principles of being: progressive, passionate partners who treat others with respect.
Supporting the significant growth of the Group, we have an exciting opportunity based in Geneva.
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CORE RESPONSIBILITIES
Day to day tasks
• Perform the analysis, codification and control of the complex Account Opening documentation cases and meet deadlines
• Perform the account modification instruction control within deadlines
• Identify missing documentation and inform the Front Office accordingly
• Allot the correct operational status to the client with regard to the state of the documentation provided
• Maintain a constructive atmosphere with the Front Office and other internal clients
• Identify issues and suggest solutions
• Systematically keep informed of regulations, law, internal regulations changes etc. that are concerned with the activity of the team, FATCA and other TAX rules/guidelines
• Be polyvalent and be able to replace colleagues of the team
Key requirements
• Monitor and report on the team productivity
• Own productivity and work autonomously
• Capacity to meet deadlines
• Inter personal skilled, at ease under pressure
• Disciplined and rigorous
• Stress resilient
• Flexibility and adaptation according to workload variations
• Team spirit and Bank spirit
• Practical enhancement suggestions
• Internal/External controls findings on the activity of the department
• Adherence to HSBC Group and HSBC Private Banking Values and Principles
• Enhancement of own banking knowledge
PROFESSIONAL QUALIFICATIONS & KEY COMPETENCIES
Studies
• Education to degree level: BA, HES or equivalent, law degree etc.
Systems and applications
• High PC-literate, excellent knowledge of all Windows and MS-Office versions, as well as Internet applications.
Languages
• Language: French, English fluent, Spanish a plus.
To read more about the position and apply, click here
