About the Role
This Associate role within Global Network Banking supports Relationship Managers to deepen client relationships and deliver needs-based solutions. You'll combine client engagement with financial and credit analysis to shape proposals and progress opportunities from identification through to implementation in a cross-border environment.
Responsibilities
- Support Relationship Managers to optimize the value of client relationships and improve client engagement through needs-based solutions
- Attend client meetings, build day-to-day relationships and act as the first point of contact for credit-related enquiries
- Prepare analysis, proposals and presentations for prospective customers
- Coordinate client planning, pipeline management and timely updates to data and call reports
- Undertake financial, credit and profitability analysis and prepare accounts remarks
- Collaborate with product teams to progress opportunities from identification to implementation and manage risk escalation as needed
- Monitor risk matters including Global Standards and Anti-Money Laundering and Sanctions alerts and escalate issues appropriately
- Maintain internal control standards through fraud protection, credit monitoring and approval of team Know Your Customer (KYC) requests
Requirements
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
- Bring substantial experience in corporate banking, ideally in environments with international banking needs
- Demonstrate experience enabling strong client outcomes by matching customer needs to a broad range of products and services
- Show strong knowledge of corporate banking products and solutions including navigating cross-border banking requirements
- Apply sound financial, credit and profitability analysis skills including preparing clear account commentary
- Use established credit assessment capability and portfolio-based credit monitoring experience
- Apply strong customer due diligence and KYC knowledge including high-risk KYC cases
- Partner effectively across teams and cultures to coordinate with Relationship Managers and product partners
- Work with high attention to detail while prioritizing accurately in a fast-paced environment
Skills
- Financial analysis
- Credit analysis
- Profitability analysis
- Customer due diligence
- KYC knowledge
- Cross-border banking requirements
- Client engagement
- Risk monitoring
- Anti-Money Laundering
- Sanctions alerts
Location
- US
Work Type
- Full-time
Experience Level
- Associate
Education Level
- FINRA SIE, S79, S63 licenses are required. A contingency period to obtain licenses can be provided at the discretion of the manager.
Salary/Compensations
- Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
Benefits
- Access to tailored professional development opportunities
- Competitive pay and benefits package
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Empowerment to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
About the Company
- 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. We’re 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.
- We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
