Client Lifecycle Management Analyst

Job description

Job overview

• Job title: Client Lifecycle Management Analyst
• Location: Geneva, Switzerland
• Area: Private Banking
• Job type: Permanent position - Full-time
• Working style: Office work

Tasks

• They are the single point of contact (SPoC) for all types of customer onboarding and service requests and support all business areas.
• Your daily tasks include:
  • Analysis, validation and receipt of market related information/customer onboarding related information/documents, escalation, resolution.
  • Delivery of results as part of the Corporate Client Onboarding Process (CCOP) and the associated client onboarding.
• Your main tasks:
  • CDM analysis (Client Data Modification): Validation of requests and integrity of changes via The PCISA (Production Client Information Security Access).
  • Data management: Monitoring of GMIAs throughout the entire cycle.
• You will too:
  • provide tactical and operational support to front office staff of all new or existing retail banking clients.
  • Manage customer onboarding.
  • Manage customer data modifications.
  • Manage escalations.
  • Ensure progress in CISO procedures and risk appetite.
  • Assess whether new products/services entail risks for the Group and the bank.
  • Propose opportunities for HSBC Private Bank to deliver a positive customer experience.
  • Deliver the customer experience as required by the CISO, taking into account regulatory constraints.

Requirements

• Knowledge of EU/CH data protection regulations, e.g. FOCP/DPIT certification.
• Proven working knowledge of AML, regulatory guidelines and controls in Swiss private banking or financial services.
• At least a Bachelor's degree or equivalent experience.
• Experience in the analysis of digitized information and management.
• Professional certifications, e.g. CFA, ISOA, CISA or CISM, required.
• Experience in data analysis, digitization and management.
• Very good communication skills.
• Experience in business continuity and risk management or banking.
• Core competencies in soft skills and problem-solving skills.
• Clear written expression and good fluency.
• Strong team spirit.
• Ability to influence and lead successfully at all levels.
• Bachelor's degree in IT with the ability to design or review simple tools and use all software tools effectively (e.g. Excel, Access, MS Visio, etc.).

We offer

• Career support, including access to development programs, mentoring, coaching and global programs through our HSBC University.
• A good work-life balance where you can think about your career.
• Benefits tailored to your and your family's needs; health and income insurance and much more.
• Extraordinary payments; annual bonuses; and a one-off payment of 100% of the profit share; and 20% more generous pension.
• Emergency vacancies at the Red Cross and 20% of regular HSBC employees.
• Paid vacation, remote work, additional: Maternity leave.
• Accident protection through the Employee Protection Scheme.
• A range of services to support your mental, physical and social health; including resolving personal concerns