Description
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Job Introduction: Supporting Corporate Banking Relationship Managers on a portfolio of corporate accounts. Providing support to the Relationship Management team on client management and business development activities, client servicing, administration & operational support, coordination with internal & external stakeholders.
Principal Responsibilities: Liaise with and help coordinate activities of the client service team (across products) in order to ensure a coordinated approach to enhancing the overall client relationship. Act as a point of contact for clients and internal HSBC colleagues, and effectively manage day-to-day requirements of the portfolio, along with the Relationship Manager. Establish strong relationships with key individuals in clients’ management teams. Work closely with Business Credit Officers (BCOs) and ensure credit applications (including both renewals and new money applications) and prepared and submitted on time. Handle any credit related queries along with the BCOs. Prepare internal approvals required for maintaining ongoing client relationships and specific transactions (including Customer Due Diligence, Pricing approvals, Credit, senior management and other internal approvals). Assist the Relationship Manager in negotiation of transaction-specific documentation. Assist in the development and maintain individual client plans in conjunction with the Relationship Manager. Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved. Responsible for AML, Customer Due Diligence and other regulatory related responsibilities associated with Relationship Management.
Requirements: Minimum Graduation or as required for the role, whichever is higher. Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.