CA Intern

HSBC Private Bank (Suisse) SA

  • Publication date:

    30 May 2024
  • Workload:

    100%
  • Contract type:

    Permanent position
  • Place of work:

    Premier

CA Intern

 Some careers open more doors than others.      


If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.


Business Banking                                                                                                                                                                            


Through Business Banking our global network offers comprehensive support and services to businesses in the SME market. From expanding overseas to managing the cash and trade flows of an established enterprise, the Business Banking team of Relationship Managers and Product Specialists provides a range of end-to end solutions designed to help small and large businesses reach their potential.


We are currently seeking an experienced professional to join the Business Banking team.


Principal Responsibilities 



  • Preparation of MIS and Leader dashboards and performance dashboards for sales team.

  • Parameters tracked include Revenue, NTB and Assets & Deposits balances

  • Customer portfolio – prepare and circulate all details available a customer level including active/inactive clients, RM /Tl/Region/CSM mapping, product mapping and digital parameters

  • P&L leakages – identify and fix P&L leakages, liaise with finance regularly; take feedback from RM/TLs and provide assistance on queries

  • Presentations - Various themes including Senior management reviews, thematic reviews and business performance updates

  • Manage project, roll out and post completion review from teams.

  • Cost monitoring and creation of provision for CMB and tracking for reversals. Prepare contra mechanism for UBD anchor fee, legal and valuation and Lead generator fee

  • Creating reports and preparing submissions for various regional, strategy teams and INM level reviews and decks; newsletters etc.

  • Tracking and reporting of franchise income

  • Automation of standard MIS; provide data to campaigns like Premier league including Fx criteria; Finance reporting etc