Client Relationship Support
hace 3 semanas
Descripcción - Externa
Objetive
Building existing and winning new long-term relationships with the customers we want to bank, coherent with Commercial Banking (CMB) strategy to be the Leading International Trade and Business Bank
Activities
- A key part of the ISB team, the Corporate Relationship Support Associate allows the Relationship Managers to spend more time with customers.
- Attend client meetings as necessary with Relationship Manager.
- Prepare all relevant pre and post customer documentation, analysis of financial/non-financial information to coordinate products/solutions which suit customer needs.
- Work effectively in partnership with other Corporate/CMB teams and product providers to deepen customer relationships and support/diversify revenue streams
- Develop effective strategies to manage customer relationships, anticipate customer needs and 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
- Monitor relationship profitability regularly and ensure that the return is commensurate with the type of client and both CMB 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) and GBM (Global Banking and Markets).
- Ensure all CDD (Customer Due Diligence) and associated activities are completed on time
At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.
At HSBC we are oriented to guarantee gender equality and constant training for our employees as well as the protection of their labor and social rights
“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”
“We want you to be part of our team Find out what it's like to work with us”
Requirements
Calificaciones - Externas
Knowledge, Experience & Skills
Essential:
- Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
- Ability to interact with business customers at all levels
- Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
- Excellent time management, planning and organization skills
- Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
- Proven ability to deliver creative and flexible customer solutions
Desirable:
- Knowledge of how CMB clients operate
- Knowledge of Trade, Cash, and investment banking products
- Understanding of client planning methodology
- Bachelor´s Degree in Finance, accounting or related fields
- Analytical skills
- Credit assessment skills, particularly with regard to structured facilities with an international dimension
At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.
At HSBC we are oriented to guarantee gender equality and constant training for our employees as well as the protection of their labor and social rights
“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”
“We want you to be part of our team Find out what it's like to work with us”
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