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About the Role
The Relationship Manager will provide dedicated customer service to a portfolio of clients with accountability for sales, service, risk and operational delivery. This role will have both external and internal stakeholders, Internal stakeholders may include Sales, Product Development, Risk & Compliance teams.
Responsibilities
- Conduct face-to-face meetings with SME clients, managing a portfolio of up to 60 clients.
- Manage portfolio incomes of approximately £3.0-4.0m and SME clients with a £2-15m turnover.
- Drive revenue growth by understanding customer needs and adopting a needs-based approach.
- Grow the business sustainably by identifying opportunities to expand a portfolio and broadening client relationships.
- Build a strong understanding of the client's business and industry to promote insights and enrich client conversations.
- Conduct proactive credit risk assessments and customer due diligence reviews for comprehensive client understanding.
Requirements
- Experience working in financial services.
- Established network in the Diversified Industries sector.
- Proven ability in identifying and meeting customer needs.
- Experience of leading and delivering excellent customer service.
- Proactively look for innovative ways to improve customer service.
- Experience building effective networks across business areas.
- Develop relationships based on mutual trust and encourage others to do the same.
- Comprehensive understanding of risk management.
- Proven experience ensuring own/others' compliance with relevant regulatory processes.
Skills
- Sales
- Customer Service
- Risk Management
- Operational Delivery
- Needs-based approach
- Credit Risk Assessment
- Customer Due Diligence
- Relationship Building
- Network Development
Location
- London, Canada Square
Work Type
- Hybrid
- Travel required
Experience Level
- Professional
About the Company
- HSBC is one of the largest banking and financial services organisations in the world, with a network covering more than 50 countries and territories.
- The Business Banking (BB) global network offers comprehensive support and services to businesses in the SME market.
- HSBC aims to be where the growth is, enabling businesses to thrive and economies to prosper, and helping people fulfil their hopes and realise their ambitions.
Equal Opportunity
- HSBC is dedicated to creating diverse and inclusive workplaces.
- Committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone.
- Proud to be a Disability Confident Leader.
- Will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
- If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via hsbc.recruitment@hsbc.com.