LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
Forgot password?
Don't have an account?
or
Join Canary Wharfian
By signing up, you agree to our Terms & Conditions and Privacy Policy.
or

Associate Relationship Manager

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 5 days ago

No clicks

**Associate Relationship Manager** As an Associate Relationship Manager (Grade 5) at HSBC, you'll optimize client relationships, improve engagement, and deliver needs-based solutions. Supporting Institutional Portfolio Group (IPG) Relationship Managers, you'll act as the primary local contact for a subset of clients. Key responsibilities include market analysis, proposal creation, client-meeting support, daily activity management, credit analysis, and end-to-end credit process coordination. Your experience in relationship management, customer research, credit analysis, and risk monitoring is essential. Embrace a customer-focused approach to drive success through exceptional client outcomes and efficient credit activity. Join a dynamic team and unfold opportunities globally.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Our purpose Opening up a world of opportunity explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. Were bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world for our customers, our people, our investors, our communities, and the planet we all share

Why HSBC

HSBC is one of the largest banking and financial services organisations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the worlds most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity

As an Associate Relationship Manager (Grade 5) youll work within the relationship management team to build and deepen client relationships by identifying and meeting existing and prospective customer needs. The role supports Institutional Portfolio Group (IPG) Relationship Managers to improve client engagement and deliver needs-based solutions and fair outcomes for customers. Youll also manage a subset of inbound client relationships as a primary local point of contact and step in as the focal point for the relationship when the Relationship Manager is absent. Success means turning customer research and analysis into clear proposals, well-prepared client engagements and well-managed credit activity. Youll partner with product colleagues and Service Delivery to coordinate end-to-end credit processes and resolve issues quickly. Youll also help protect the business through consistent policy adherence and timely risk monitoring and escalation.

What you'll be doing

  • Support IPG Relationship Managers to optimise client relationship value, improve engagement and deliver needs-based solutions and fair outcomes
  • Provide ad-hoc support to Institutional Client Group (ICG) Relationship Managers as required
  • Attend client meetings where needed to enable proactive client management and effective follow-up
  • Act as the first point of contact and primary local relationship manager for a subset of inbound client customers
  • Prepare customer analysis, proposals and presentations including industry and market analysis
  • Manage day-to-day client activity including planning, pipeline management, coordination with product partners and timely updates to data and call reports
  • Deliver financial, credit and profitability analysis and prepare credit, relationship strategy and risk presentations
  • Coordinate the end-to-end credit process with Service Delivery, review deliverables and resolve issues

What we're looking for

  • Bring experience supporting relationship management activity in a client-focused environment
  • Demonstrate capability to manage a subset of client relationships as a primary point of contact
  • Apply customer research skills to produce clear, well-structured proposals and presentations
  • Deliver financial, credit and profitability analysis to support credit and relationship decisions
  • Coordinate credit applications or renewals and manage activity through to completion with Service Delivery and partners
  • Monitor credit risk using management information such as concern lists and credit control reports
  • Apply effective risk monitoring and escalation across Global Standards and Anti-Money Laundering & Sanctions alerts
  • Work within regulatory, financial and legal requirements and ensure consistent application of Group Policy

Building value through client relationships

If you want to help Relationship Managers deliver stronger client outcomes and keep credit activity moving smoothly this role offers clear scope and variety. Youll combine analysis with day-to-day client management and coordinate across product partners and Service Delivery to deliver at pace. Youll also play a key part in risk monitoring and escalation helping protect customers and the business. Apply to bring your relationship support experience to a portfolio where good preparation and thoughtful execution make a visible difference.

Youll achieve more when you join HSBC.


www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Associate Relationship Manager

Compensation

Not specified

City: Not specified

Country: Not specified

HSBC logo
Other

5 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**Associate Relationship Manager** As an Associate Relationship Manager (Grade 5) at HSBC, you'll optimize client relationships, improve engagement, and deliver needs-based solutions. Supporting Institutional Portfolio Group (IPG) Relationship Managers, you'll act as the primary local contact for a subset of clients. Key responsibilities include market analysis, proposal creation, client-meeting support, daily activity management, credit analysis, and end-to-end credit process coordination. Your experience in relationship management, customer research, credit analysis, and risk monitoring is essential. Embrace a customer-focused approach to drive success through exceptional client outcomes and efficient credit activity. Join a dynamic team and unfold opportunities globally.

Full Job Description

Our purpose Opening up a world of opportunity explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. Were bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world for our customers, our people, our investors, our communities, and the planet we all share

Why HSBC

HSBC is one of the largest banking and financial services organisations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the worlds most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity

As an Associate Relationship Manager (Grade 5) youll work within the relationship management team to build and deepen client relationships by identifying and meeting existing and prospective customer needs. The role supports Institutional Portfolio Group (IPG) Relationship Managers to improve client engagement and deliver needs-based solutions and fair outcomes for customers. Youll also manage a subset of inbound client relationships as a primary local point of contact and step in as the focal point for the relationship when the Relationship Manager is absent. Success means turning customer research and analysis into clear proposals, well-prepared client engagements and well-managed credit activity. Youll partner with product colleagues and Service Delivery to coordinate end-to-end credit processes and resolve issues quickly. Youll also help protect the business through consistent policy adherence and timely risk monitoring and escalation.

What you'll be doing

  • Support IPG Relationship Managers to optimise client relationship value, improve engagement and deliver needs-based solutions and fair outcomes
  • Provide ad-hoc support to Institutional Client Group (ICG) Relationship Managers as required
  • Attend client meetings where needed to enable proactive client management and effective follow-up
  • Act as the first point of contact and primary local relationship manager for a subset of inbound client customers
  • Prepare customer analysis, proposals and presentations including industry and market analysis
  • Manage day-to-day client activity including planning, pipeline management, coordination with product partners and timely updates to data and call reports
  • Deliver financial, credit and profitability analysis and prepare credit, relationship strategy and risk presentations
  • Coordinate the end-to-end credit process with Service Delivery, review deliverables and resolve issues

What we're looking for

  • Bring experience supporting relationship management activity in a client-focused environment
  • Demonstrate capability to manage a subset of client relationships as a primary point of contact
  • Apply customer research skills to produce clear, well-structured proposals and presentations
  • Deliver financial, credit and profitability analysis to support credit and relationship decisions
  • Coordinate credit applications or renewals and manage activity through to completion with Service Delivery and partners
  • Monitor credit risk using management information such as concern lists and credit control reports
  • Apply effective risk monitoring and escalation across Global Standards and Anti-Money Laundering & Sanctions alerts
  • Work within regulatory, financial and legal requirements and ensure consistent application of Group Policy

Building value through client relationships

If you want to help Relationship Managers deliver stronger client outcomes and keep credit activity moving smoothly this role offers clear scope and variety. Youll combine analysis with day-to-day client management and coordinate across product partners and Service Delivery to deliver at pace. Youll also play a key part in risk monitoring and escalation helping protect customers and the business. Apply to bring your relationship support experience to a portfolio where good preparation and thoughtful execution make a visible difference.

Youll achieve more when you join HSBC.


www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.