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About the Role
The Institutional Portfolio Group (IPG) Associate will support coverage bankers in managing and growing relationships across a portfolio of Banks and Public Sector clients, with a particular focus on non-US/international clients and public sector institutions in the Americas/Latin America. The role blends relationship management, business development support, transaction execution, and strong ownership of credit and financial crime risk obligations.
Responsibilities
- Support Relationship Managers/Global Relationship Managers in day-to-day coverage for a portfolio of Banks and Public Sector clients.
- Coordinate across HSBC’s network to deliver products and services to clients, identifying opportunities and supporting the conversion of ideas into executed outcomes.
- Plan and deliver high-profile client meetings, materials, and events that support business development and HSBC’s strategy.
- Support revenue generation against targets, product alignment, customer satisfaction, and disciplined cost management.
- Maintain effective working relationships with key client contacts and internal stakeholders across regions and product teams.
- Support origination and execution across a broad spectrum of HSBC capabilities and products.
- Partner with product and risk stakeholders to ensure transactions appropriately balance risk and return, meet internal governance requirements, and protect HSBC from material loss.
- Draft and present credit requests and supporting documentation to senior credit officers and relevant internal committees.
- Act as a First Line of Defense owner for managing financial crime and relationship risk across the portfolio.
- Ensure assigned relationships comply with AML/KYC/Compliance requirements and HSBC control standards.
- Maintain HSBC internal control standards, including timely remediation of audit findings and addressing issues raised by internal governance and external regulators.
- Support presentations/escalations and participate in governance forums as needed.
Requirements
- Proficient Spanish language skills.
- Analyst/Associate-level experience in banking/financial services, ideally with exposure to Financial Institutions and/or Public Sector clients across jurisdictions.
- Strong collaboration skills and ability to lead by influence across countries, teams, and senior stakeholders.
- Good understanding of financial markets and banking products.
- Strong risk mindset, including familiarity with credit fundamentals and financial crime / AML / KYC expectations.
- Excellent communication and organisational skills.
- Proficiency in Microsoft Office.
- Willingness to learn quickly and take ownership.
- Commitment to acting with integrity and upholding HSBC’s values and business principles.
- FINRA Series 7, 63, and 79 licenses are required. A contingency period to obtain licensing can be provided at manager’s discretion.
Skills
- Spanish language proficiency
- Financial markets understanding
- Banking products knowledge
- Credit fundamentals
- Financial crime / AML / KYC
- Microsoft Office proficiency
- Communication skills
- Organizational skills
Location
- Americas/Latin America
Work Type
- Full-time
Experience Level
- Analyst/Associate-level
Benefits
- Tailored professional development opportunities
- Competitive pay and benefits package
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Employee Resource Groups
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
About the Company
- HSBC's purpose is Opening up a world of opportunity.
- HSBC uses its unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for its more than 40 million customers.
- HSBC is bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world.
- Institutional Portfolio Group is the client sector within Institutional Client Group responsible for all aspects of the Group's relationships with developing or foreign headquartered institutional clients.
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.