at HSBC
OtherPosted 4 days ago
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**Associate Relationship Manager** supports senior bankers in driving client relationships, growth, and compliance. Key tasks include: - Acting as primary client contact, managing enquiries, and maintaining portfolios. - Driving sales through cross-selling opportunities and new client acquisition. - Preparing client reviews, financial analyses, and risk assessments. - Coordination with internal departments for timely processing of credit facilities and documentation. - Monitoring account health and ensuring adherence to policies and regulations. This role demands a Bachelor's degree (Business, Finance, Actuarial Science, or Engineering), 3-5 years in banking/sales/client management, advanced English, excellent communication skills, and proficiency in MS Office (Excel, PowerPoint). Strong analytical skills are a must.
- Compensation
- Not specified
- City
- Not specified
- Country
- Mexico
Currency: Not specified
Full Job Description
The Associate Relationship Manager (ARM) supports senior bankers in managing client relationships, driving business growth, and ensuring the delivery of high-quality service. Acting as a key liaison, the ARM manages client enquiries, documentation, and portfolio monitoring to ensure compliance and client retention. The role involves analysing financial data, supporting sales objectives, and assisting in the acquisition of new clients. Core responsibilities include:
- Relationship Management: Building and maintaining strong relationships with both existing and prospective clients, serving as the primary point of contact.
- Sales and Growth: Driving revenue by identifying cross-selling opportunities and acquiring new clients.
- Portfolio Support: Assisting in the preparation and presentation of client reviews, financial analyses, and risk assessments.
- Operational Support: Coordinating with internal departments (Risk, Compliance, Operations) to ensure timely processing of credit facilities, loans, and documentation.
- Monitoring: Overseeing account health to identify potential risks and ensure adherence to internal policies and external regulations.
Required Skills and Qualifications
- Education: University degree in Business, Finance, Actuarial Science, or Engineering.
- Experience: 3 to 5 years in banking, sales, or client relationship management.
- Communication: Excellent interpersonal and verbal/written communication skills.
- Languages: Advanced English.
- Analytical Skills: Ability to analyse financial data, market trends, and client reports.
- Tools: Proficiency in MS Office (Excel, PowerPoint).
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 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
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.
