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Global Discretionary Product Specialist Miejsce pracy: Kraków Technologies we use Expected Microsoft Excel About the project The Strategic CLM Delivery Lead – Switzerland Private Bank is responsible for managing and delivering the transformation of Client Lifecycle Management (CLM) processes to enable the strategic evolution of HSBC’s 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. Our requirements 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 world’s 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 HSBCs global finance, operations, risk and technology centre. We use our unique expertise and capabilities to provide specialised services – our people range from technologists transforming the banking experience to operations professionals managing 1.7 trillion payments a year. Our Purpose – Opening up a world of opportunity – explains why we exist. We are bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. Thank you for interest in HSBCBefore you apply, please note that we will take into the consideration only applications that include the following statement:.“I hereby declare that I have familiarised myself with the Privacy Statement for Applicants published at and I give my consent to use my personal data included in my application for the purposes of recruitment in HSBC Service Delivery (Polska) Sp. z o. o. according to the rules described in the Privacy Statement for Applicants, as per the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (GDPR).”.Due to the high number of applications, we reserve the right to contact selected candidates onlyIn case you would like to resign from participation in the recruitment process or withdraw previously sent application, please email us at: krakow.recruitment@hsbc.com.