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Family Office Coverage Director EMEA

HSBC Private Banking Zürich, Schweiz
Gepostet vor 23 Tagen Im Büro Festanstellung Negotiable
ID: 0000J9ZG

The opportunity: Family Office Coverage Director

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. 

Here in Switzerland, you’ll help evolve and grow our business. The Family Office Coverage Director is responsible for :

  • Driving new client acquisition and supporting existing client development with Ultra RMs within GPB
  • Assisting in the development of our Family office clients’ holistic coverage model
  • Developing and delivering the Family office proposition, content and training in market 
  • Supporting the establishment of HSBC as a key player in the Family office space, connecting all the various areas of the firm for delivery to this client base

Are you interested ? Do you have experience with client coverage of Family offices in Continental Europe ? 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: 

  • Lead and support single family office client acquisition
  • Support achievement against targets for net new assets and revenue generation with these clients, along with product alignment, customer satisfaction and cost containment
  • Co-ordinate execution of activities on the delivery to this segment across the spectrum of HSBC products/service, investment and proposition pillars
  • Collaborate cross divisionally on client development
  • Continue the development of the coverage model with family offices
  • Assist in the development of the product proposition to this segment in line with client/sector requirements
  • Good understanding of the Family office client segment
  • Strong knowledge of products and investment capabilities across GPB and GBM
  • Strong client coverage capabilities
  • Advocate the right thing to do for customers / stakeholders / colleagues
  • Show insight and judgement in identifying, targeting and influencing new business opportunities and/or customers
  • Apply your knowledge of products and propositions to identify and explain appropriate solutions that meet customers’ needs
  • Identify and develop new internal and external relationships with stakeholders to optimise business development or improvement  opportunities
  • Facilitate opportunities for stakeholders to collaborate across different areas
  • Encourage others to build effective stakeholder relationships and leverage these for the benefit of HSBC
  • Identify and develop events and roundtables with stakeholders to build awareness and reputation of the SFO capabilities both externally and internally.
  • Monitor the overall progress of sales campaigns, contact strategies and portfolio management activities
  • Link approaches to specific, relevant customer needs
  • Drive the delivery of industry leading and client-centred products and services for Family office clients
  • Use your deep private banking expertise to define and deliver complex solutions to meet client needs 
  • Demonstrate a comprehensive understanding of a broad range of complex customer products, channels and propositions 
  • Understand and describe the competitive positioning of products, channels and propositions in your business area
  • Identify and communicate product, channel and proposition improvements
  • Apply your knowledge of products and markets to meet client’s needs 
  • Anticipate and prepare for changes in the external environment that may impact on your markets, clients or business area
  • Steer and manage collaborative relationships to define and deliver high-quality, complex solutions that meet client needs

Major Challenges

  • Building out the engagement model with other divisions of the firm
  • Establishing the right digital and tech platforms needed, and funding, building of these
  • Establishing if we have today the right product set for delivery, and working on getting that delivered
  • Incentive model alignment with RMs, inter divisions

You should apply if you have: 

  • Experience with client coverage of Family offices in Continental Europe, client facing staff
  • Having run a client facing business targeting sophisticated clients
  • Experience across the product set, both GPB and GBM
  • Business development experience, driving new relationships and revenue
  • Strong interpersonal skills, confident and ability to work at all levels within a global business environment
  • Strong collaboration skills, building bridges and getting stakeholders onboard
  • Strong leadership skills, management of people/team
  • Professional, polished, ability to deal assertively but sensitively with internal and external customers across a matrix environment.
  • Strict adherence to the requirements of confidentiality. Discretion and integrity essential
  • Calm under pressure; ability to re-prioritise in very short timescales.
  • Flexibility, tenacity and resilience to deal with business demands during periods of high workload.
  • Business building skills, strategic thinking
  • Knows how to get things done, tenacious in approach, thinks outside of the box
  • 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’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 include: 

  • 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.

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.

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.

To discover more about HSBC, please check our website: https://www.hsbc.com/about-hsbc

Please apply via our careers website at the following link : https://mycareer.hsbc.com/external

Taleo reference n°: 0000J9ZG

Job ID  0000J9ZG
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