# Relationship Service Manager

**Company**: Corp & Inst Banking
**Location**: Shanghai, Shanghai
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612216847?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_fb52f87d-439

## Description

We are seeking an experienced Relationship Service Manager to join our Corporate and Institutional Banking (CIB) team in Shanghai.

As a Relationship Service Manager, you will play a critical role in supporting Relationship Managers with facilities related to credit proposals and operational matters.

Responsibilities:

- Collect relevant information from various sources to assist Relationship Managers with credit proposals and operational matters

- Check covenant compliance certificates and covenant fulfilment

- Support Security Control co-ordination

- Review facility letters prepared by Credit Ops or Relationship Managers, ensure the return of acknowledged copies of such letters prior to the expiry date therein, and take prompt follow-up action on outstanding items

- Check customer and facility-related documents and take prompt follow-up action on outstanding items

- Arrange renewal of security documents

- Facilitate the loan drawdown process through close liaison with Client Management and Credit Ops on account opening, and ensure that security requirements have been completed before facility limits are loaded

- Work closely with CLM and Relationship Managers in the team and support them to complete all KYC processes in a timely manner

- Execute or support the approval of low/medium risk periodic review profiles

- Reconcile the data in OMNIA and the baseline in DCP reports

- Deal independently with email or telephone enquiries from customers and liaise closely with other HSBC departments and branches in answering/resolving customer queries/issues

- Proactively follow-up on outstanding matters

- Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the development of the Banking business

Requirements:

- Solid understanding of Banking operations and its products/services, general knowledge of trade, treasury, and payment and cash management products and activities

- Relevant work experience supporting Relationship Managers or Sales teams in a financial institution (bank or non-bank)

- Relevant credit application and credit monitoring experience is a plus

- Excellent client servicing skills (minimum 2 years of service in a client-facing role)

- Results-focused and an ability to manage and prioritize multiple tasks in a fast-moving environment

- Ability to work independently but also as a team player, with highly developed interpersonal skills

- Ability to prioritize competing demands

- Ability to understand and consolidate diverse and complex business information and identify and mitigate risk issues

- Be change-oriented and explore ways of enhanced working and have a forward-thinking mindset, in line with the Group's values and strategy

- Excellent analysis and problem-solving skills

- Proficient in AI tools

- Fluent verbal and written English

## Skills

### Required
- Banking operations
- Credit proposals
- Risk management
- Client servicing
- Analysis
- Problem-solving
- AI tools
- English

### Nice to have
- Credit application
- Credit monitoring

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612216847?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)