Client Relationship Support

hace 6 meses

Tlahuac, México HSBC A tiempo completo

-Job description

International Subsidiary Banking (“ISB”) provides banking coverage to the subsidiaries of Commercial Banking (CMB) clients within the corporate segment. The ISB strategy is to provide consistent, in-depth and dedicated coverage across the HSBC network with the end goal to deepen our relationship with our clients. The ISB business is a significant contributor of revenue to CMB and consists of a network of dedicated bankers across more than 50 countries managing over 35,000 subsidiary client relationships.

The International Subsidiary Banking (ISB) team in México is acutely focused on client acquisition, delivering sustainable solutions, and maintaining the highest level of global standards.

The International Subsidiary Associate Relationship Manager role assists Relationship Managers (RMs) in managing administrative tasks within a customer’s portfolio, building relationships by identifying and meeting existing and prospective customer needs. This role is responsible for identifying product and service opportunities, carrying out customer research, support in financial and credit analysis, support the RM on day-to-day activities including client planning. In the absence of the RM, the role holder will act as the focal point for the relationship, products and services.

The tasks for this role include the following:

- Provide support to the Relationship Managers (RMs) to enable them to optimize the potential value of client relationships, improve client engagement and deliver needs-based solutions and fair outcomes for customers
- Enable proactive client management by attending client meetings with Relationship Manager as necessary and acting as the first point of contact for customers on daily credit-related enquiries
- Prepare appropriate analysis, proposals and presentations to prospective customers
- Support the RM on day-to-day activities including client planning, pipeline management, coordination with product partners and ensuring data and call reports are accurately and timely updated
- Undertake financial, credit and profitability analysis, and prepare the accounts remarks
- Collaborate with Group colleagues to deliver appropriate needs-based solutions for customers
- Work closely with Service Delivery and co-ordinate the end-to-end credit process, review their deliverables and resolve issues
- Provide ongoing risk monitoring in areas concerning Global Standards and Anti-Money Laundering & Sanctions alerts, and act as an escalation point for risk issue response
Requirements
- 1-2 years of experience in managing commercial relationships. (Desirable)
- Proven ability in identifying and meeting customer needs through matching a broad range of products and services.
- Good level of business skills and commercial awareness, including economic, cultural and regulatory issues
- Ability to interact with business customers at Treasurers and CFOs level.
- 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
- Strong analytical skills
- Fundamental credit skills
- Proven ability to deliver creative and flexible customer solutions
- Knowledge of how CMB clients operate (Desirable)
- Knowledge of Cash Management, Payroll, FX and Derivatives, Credit and Lending, Trade and Supply Chain Solutions, Insurance and Investments. (Desirable)
- Robust understanding of client planning methodology. (Desirable)
- Wide personal connections within the group and outside the group. E.g. chambers of commerce and other associations (Desirable)
- Fluent in both written and spoken English
- “At HSBC we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunities. Our values define who we are as an organization and what sets us apart, 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.”_

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