Clt Relationship Mgmt

-Job description

Objetive
The role holder is expected to acquire, retain, and expand relationships with the customers we want to bank within CMB, by profitably identifying and meeting their needs. This means identifying customer needs first and then recommending product solutions that are appropriate for the customer to consider and accept.

Functions
- 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/Comercial Banking 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 Comercial Banking 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.
Requirements
Essential:

- Knowledge of how Comercial Banking clients operate
- Knowledge of Trade, Cash, and investment banking products
- Understanding of client planning methodology

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 focused on guaranteeing 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”

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