Relationship Management

hace 1 mes


Ciudad de México, Ciudad de México HSBC Mexico A tiempo completo

Job description


Building existing and winning new long-term relationships with the customers we want to bank, coherent with Wholesale Banking (Wholesale) strategy to be the Leading International Trade and Business Bank.

International Subsidiary Banking (ISB) is one of the fastest growing businesses in the Bank and a key success story for the Group. Despite the ongoing challenging global and regional economic circumstances, the business continues to present a resilient performance. Going forward, Wholesale Banking is keen to deliver on its strategy to attract the right customers who benefit from our international connectivity and strengthen our reputation as the leading international trade and business bank. A key priority will be driving balance sheet and revenue growth while maintaining absolute focus and execution of Global Standards, Risk & Compliance to ensure that our conduct matches our values.

Main Responsibilities:

Manage a portfolio of ISB with complex clients to provide them local banking solutions according with its parental guidance.

Relationships managed by placing customer needs at the forefront of all that the role holder does, setting world class standards.

Develop effective strategies to manage customer relationships, anticipating customer needs to provide a superior quality service to position HSBC as the market leader in this business.

Keep abreast of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirements.

Ensure timely and accurate maintenance of customer information on different bank systems as required.

Maintain up to date and accurate deal pipeline.

Monitor relationship profitability regularly and ensure that the return is commensurate with the type of client and both Wholesale and the client's risk appetite.

Take timely and proactive corrective action to mitigate potential losses, exercising effective portfolio stewardship and control.

Collaborating with product partners to identify and match customer needs with relevant expertise; notably with GTRF (Global Trade and Receivable Finance), GLCM (Global Liquidity and Cash Management), among others.

Ensure all CDD (Customer Due Diligence) and associated activities are completed on time.



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