Relationship Service Manager

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