Global Discretionary Product Specialist
š TwĆ³j zakres obowiÄ zkĆ³w
Your responsibilities, Establish and maintain a strategic CLM transformation roadmap for Switzerland, with clear milestones, outcomes, and governance structures., Oversee the design and implementation of streamlined CLM processes, leveraging technology to drive efficiency and enhance client and banker experience., Ensure alignment with group-wide CLM initiatives and coordinate with global and regional programmes (e.g., Project Leo, Project Sonata)., Lead the delivery of front-to-back CLM transformation, focusing on onboarding and ongoing client management., Drive and coordinate both tactical and strategic technology changes, ensuring solutions are fit-for-purpose for the Swiss private banking environment., Oversee the management of change, including organisational design, process re-engineering, and technology enablement., Proactively identify and address risks, issues, and dependencies, escalating as required.
Experience in financial services, management consulting, or a similar environment, with a strong track record in CLM transformation (ideally within Swiss private banking)., Deep understanding of CLM processes, technology transformation, and delivery best practices., Strong knowledge of the regulatory and operational environment for private banking CLM (ideally with experience in the Swiss private banking sector)., Proven ability to drive change in complex, matrixed organisations and to work independently., Excellent stakeholder management, communication, and influencing skills, with experience engaging senior executives., Demonstrated ability to run workshops, facilitate cross-functional collaboration, and deliver results at pace., Strong analytical, problem-solving, and project management skills, experienced in delivering board and executive level materials (presentations and papers)., Excellent MS Office Skills (Excel, PowerPoint, Word), fluent in English; knowledge of French or German is an advantage.
What we offer, Competitive salary., Annual performance-based bonus., Additional bonuses for recognition awards., Multisport card., Private medical care., Life insurance., One-time reimbursement of home office set-up (up to 800 PLN)., Corporate parties & events., CSR initiatives., Nursery discounts., Financial support with trainings and education., Social fund., Flexible working hours., Free parking.
Benefits, sharing the costs of sports activities, private medical care, sharing the costs of professional training & courses, life insurance, remote work opportunities, flexible working time, integration events, corporate sports team, retirement pension plan, corporate library, no dress code, coffee / tea, parking space for employees, leisure zone, extra social benefits, employee referral program, opportunity to obtain permits and licenses, charity initiatives, family picnics, extra leave, In-office gym
Recruitment stages, Online assessment, Phone interview, Job interview, Welcome to HSBC!
HSBC Service Delivery (Polska) Sp. z o.o., HSBC is one of the worldās largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through a network that covers 63 countries and territories., , HSBC Service Delivery (Polska) Sp. z o.o. is HSBC's global finance, operations, risk and technology centre. We use our unique expertise and capabilities to provide specialised services ā our people range from technologists transforming the banking experience to operations professionals managing 1.7 trillion payments a year., , Our Purpose ā Opening up a world of opportunity ā explains why we exist. We are bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world ā for our customers, our people, our investors, our communities and the planet we all share.
This is how we work,
About the project
The Strategic CLM Delivery Lead ā Switzerland Private Bank is responsible for managing and delivering the transformation of Client Lifecycle Management (CLM) processes to enable the strategic evolution of HSBCās Swiss Private Banking operating model.
This pivotal role will focus on streamlining and optimising end-to-end CLM processes (with a particular emphasis on onboarding), driving both tactical and strategic technology transformation, and overseeing the design, management, and governance of the CLM strategic roadmap.
The jobholder will coordinate closely with group-wide programmes and initiatives, ensuring alignment and integration with broader CLM and technology strategies. They will regularly face off into senior stakeholders, run workshops with front office and key business partners, and act as a central point of coordination for all CLM transformation activities in Switzerland.
A deep understanding of CLM processes, transformation delivery, and the specific regulatory and operational environment of private banking is required.
This role is temporary.
š Opis gÅĆ³wny / WstÄp
About the project
The Strategic CLM Delivery Lead ā Switzerland Private Bank is responsible for managing and delivering the transformation of Client Lifecycle Management (CLM) processes to enable the strategic evolution of HSBCās Swiss Private Banking operating model.
This pivotal role will focus on streamlining and optimising end-to-end CLM processes (with a particular emphasis on onboarding), driving both tactical and strategic technology transformation, and overseeing the design, management, and governance of the CLM strategic roadmap.
The jobholder will coordinate closely with group-wide programmes and initiatives, ensuring alignment and integration with broader CLM and technology strategies. They will regularly face off into senior stakeholders, run workshops with front office and key business partners, and act as a central point of coordination for all CLM transformation activities in Switzerland.
A deep understanding of CLM processes, transformation delivery, and the specific regulatory and operational environment of private banking is required.
This role is temporary.
Your responsibilities
- Establish and maintain a strategic CLM transformation roadmap for Switzerland, with clear milestones, outcomes, and governance structures.
- Oversee the design and implementation of streamlined CLM processes, leveraging technology to drive efficiency and enhance client and banker experience.
- Ensure alignment with group-wide CLM initiatives and coordinate with global and regional programmes (e.g., Project Leo, Project Sonata).
- Lead the delivery of front-to-back CLM transformation, focusing on onboarding and ongoing client management.
- Drive and coordinate both tactical and strategic technology changes, ensuring solutions are fit-for-purpose for the Swiss private banking environment.
- Oversee the management of change, including organisational design, process re-engineering, and technology enablement.
- Proactively identify and address risks, issues, and dependencies, escalating as required.
Recruitment stages
- Online assessment
- Phone interview
- Job interview
- Welcome to HSBC!
š Co oferujemy (Dodatkowe detale)
Benefits, sharing the costs of sports activities, private medical care, sharing the costs of professional training & courses, life insurance, remote work opportunities, flexible working time, integration events, corporate sports team, retirement pension plan, corporate library, no dress code, coffee / tea, parking space for employees, leisure zone, extra social benefits, employee referral program, opportunity to obtain permits and licenses, charity initiatives, family picnics, extra leave, In-office gym
Recruitment stages, Online assessment, Phone interview, Job interview, Welcome to HSBC!
HSBC Service Delivery (Polska) Sp. z o.o., HSBC is one of the worldās largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through a network that covers 63 countries and territories., , HSBC Service Delivery (Polska) Sp. z o.o. is HSBC's global finance, operations, risk and technology centre. We use our unique expertise and capabilities to provide specialised services ā our people range from technologists transforming the banking experience to operations professionals managing 1.7 trillion payments a year., , Our Purpose ā Opening up a world of opportunity ā explains why we exist. We are bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world ā for our customers, our people, our investors, our communities and the planet we all share.
This is how we work,
About the project
The Strategic CLM Delivery Lead ā Switzerland Private Bank is responsible for managing and delivering the transformation of Client Lifecycle Management (CLM) processes to enable the strategic evolution of HSBCās Swiss Private Banking operating model.
This pivotal role will focus on streamlining and optimising end-to-end CLM processes (with a particular emphasis on onboarding), driving both tactical and strategic technology transformation, and overseeing the design, management, and governance of the CLM strategic roadmap.
The jobholder will coordinate closely with group-wide programmes and initiatives, ensuring alignment and integration with broader CLM and technology strategies. They will regularly face off into senior stakeholders, run workshops with front office and key business partners, and act as a central point of coordination for all CLM transformation activities in Switzerland.
A deep understanding of CLM processes, transformation delivery, and the specific regulatory and operational environment of private banking is required.
This role is temporary.