Client Service Executive

JobsCloseBy Editorial Insights

HSBC in Switzerland is seeking a Client Service Executive to support Relationship Management across multi jurisdictional clients, coordinating onboarding, maintenance and exits while applying regulatory expertise and risk controls. You’ll be the main point of contact for clients and colleagues, with room to take on client facing duties as you gain seniority, help improve the client experience, and contribute to revenue and cost targets. Ideal candidates have a commerce school diploma or business degree, experience in a financial institution, English fluency (additional languages a plus), strong organization and attention to detail, and knowledge of private banking processes and cross border rules. Immigration rules apply; Swiss or EU citizens or valid Swiss work permit holders only. If you don’t meet all criteria, apply and highlight concrete examples of onboarding, documentation, and teamwork.

The opportunity: 

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

This role supports the senior staff within sector/country to deepen client relationships and improve income generation through focused business development activities.

Are you interested ? Do you have Previous experience in a Financial institution ? 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 role holder provides multi-jurisdictional client support to HSBC's Relationship Management and Acquisition teams and facilitates client review, renewal, maintenance and exit activities across all HSBC products.

The client management support function is responsible for the coordination and completion of key operational activities, whilst providing regulatory expertise and risk management assistance.

The main responsibilities may include being the point of contact for client relationship managers and clients from an onboarding, account maintenance and Customer Due Diligence perspective.

Accordingly, the role holder is responsible for existing client maintenance and facilitation of client exits as well as supporting the client relationship managers with any relationship tasks.

 In this role you will:

• Act as primary point of contact for clients and internal colleagues
• Depending on the seniority of the CSE, the role holder may, over time, have client-facing responsibilities
• Support senior management in identifying ways to improve the client experience
• Support the achievement against targets for revenue generation, product alignment, and cost containment
• Assist in the preparation of documentation as instructed by the Relationship Manager or Investment Counsellors
• Assist in completeting review and submission of credit risk returns including limit excess/exception, security/documentation outstanding, monthly credit control reports etc.
• Monitor client activity focusing on cash balances and the maturity list
• Coordinate and complete key operational activities, whilst providing regulatory expertise and risk management assistance
• Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the job holder is involved
• Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
• Protect the Bank by acting as First Line of Defence and observing all controls
• Work in a Client Service Executive pool, covering all desks in Switzerland to ensure continuity of clients service
• Be as autonomous as possible, ideally A to Z completion of tasks
• Generously share knowledge

You should apply if you have:

• Completed qualification from a commerce school or a University Degree in Business Administration, economics or management
• Previous experience in a Financial institution for a junior CSE role
• Further professional certificates are a plus
• Excellent communication skills in English, other languages are a plus
• Good communication skills with extensive customer experience
• Strong organisation skills and a clear sense of urgency and prioritization with a focus on customer needs and solutions oriented thinking
• Attention to the details and precision in particular when processing transactions
• Understanding of how a private bank functions as far as transaction processing, customer documentation, cross border rules, financial crime compliance and account opening
• Team player and spirit is a must
• Computer literate with strong knowledge of programmes such as word, excel and power point
• 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 offer a comprehensive and competitive package of benefits usually covering healthcare, life assurance, pension, and family friendly leaves, as well as many other benefits to support your wellbeing.

HSBC operates multiple variable pay plans, to reflect the diverse nature of the businesses, roles and markets in which we operate. Variable pay is designed to reward colleagues for their individual performance and contribution, as well as the performance of their relevant Business / Infrastructure, and the overall Group.

HSBC has been certified “Top Employer 2026” in Europe. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in France, Germany, Italy, Luxembourg, Netherlands, Poland, Spain and Switzerland.

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. 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.

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.

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

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