





The Relationship Management role provides dedicated relationship management for a portfolio of clients, with responsibility for sales, service, risk, and operational delivery. This role involves interaction with key internal and external stakeholders. Internal stakeholders include sales teams, product teams, and compliance and risk teams. * Coordinate prospecting activities jointly with the Relationship Manager (RM) and Advisor, e.g., sector analysis, identification of potential new-to-bank (NTB) clients. * Contact all assigned clients and identify new business opportunities and deeper engagement. * Monitor portfolio performance in terms of profitability, identifying top risers and top fallers. * Enhance client interactions to ensure rigorous due diligence and maximize benefits for both the client and the bank. * Manage and foster client proximity by making timely phone calls and in-person visits. * Engage product teams and specialist units upon identification of potential deals. * Serve as strategy coordinator, engage with your co-RM partner, and follow up on commitments made by clients. * Provide mentoring or, where appropriate, feedback to your co-RM partner and Advisor on how to manage client service and achieve objectives. * Ensure follow-up on pending actions with other teams, as required by your co-RM partner and/or Advisor. * Allow time for activity planning and establish personal and team-based goals within the client service team (Senior RM, RM, Advisor). * Promote continuous learning for yourself and your immediate colleagues, leveraging Degreed tools and HSBC resources. Required Experience / Knowledge * Advanced Office skills (Excel, Word) * CMB products * Solid knowledge of Finance and P&L * English proficiency—advanced level preferred * Experience in corporate credit processes is desirable * Client negotiation, account executives, service and risk teams * Teamwork and ability to work under pressure * Proactivity * Quick learning ability * Strong analytical capability * High customer service orientation * Results-driven mindset “At HSBC, we expect our people to treat each other with dignity and respect, fostering an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what sets us apart: we value difference, advance together, take responsibility for our actions, exercise sound judgment, do the right thing, and make things happen.” “At HSBC, we are committed to ensuring gender equality and providing ongoing training for our employees, as well as protecting their labor and social rights.”


