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HSBC · 1 week ago

Associate Relationship Manager

Miami, Florida, United States

Full-time

Hybrid

Mid Level

$125K/yr - $150K/yr

HSBC is a global banking and financial services organization, and they are seeking an Associate Relationship Manager to join their International Middle Market team. The role involves developing and managing client relationships, identifying business opportunities, and ensuring compliance with internal and external regulations.

Financial Services

No H1B

Responsibilities

Work closely with our GRB’s to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC’s global wallet share and grow revenues

Develop these relationships with both existing and prospective new customers

Identify both flow and event driven opportunities bringing in sector, country, and product expertise as appropriate

Assist GRBs with Client Plans and preparation of capital requests for submission to Strategic Client Origination / Credit & Capital Management

Monitor and update deal pipeline

Prepare and present sales pitch materials

Provide outstanding client service

Coordinate with internal colleagues within the customer service team (CST) including product partners in US, as well as Relationship Managers and Product Partners in other markets to ensure complete coverage of the portfolio from a local, regional, and global perspective

Research prospective clients in the state of Florida

Effectively managing credit, operational, regulatory and other risks by working closely the Bank’s Risk, Credit Management and Relationship Service Management teams

Ensure the bank maintains compliance with internal policies and external regulatory requirements

Maintain outstanding data quality in the bank’s internal systems

Be a strong team player

Qualification

Corporate banking knowledgeClient relationship managementCredit underwriting experienceRegulatory compliance understandingProject management skillsWillingness to learnInfluencing skillsData quality maintenanceWindows proficiencyExcel proficiencyPowerPoint proficiencyWord proficiencyOutlook proficiencyCommunication skillsTeam playerPositive attitude

Required

Bachelor's degree

Strong willingness to learn, positive attitude and a drive to succeed in this role and beyond

A client focused mindset with a 'can do' attitude

Strong communication and influencing skills, with an ability to build long term workplace relationships

Proven experience in similar positions, working with international companies and identifying product opportunities with corporate clients and seeing them through to a successful implementation

Ability to prioritize and manage multiple projects & engagements

Strong corporate banking product knowledge across Treasury/Cash Management, Foreign Exchange Trade Finance and Capital Markets

Understanding of regulatory and compliance processes

Credit underwriting knowledge and experience

Strong Windows capabilities; Excel, PowerPoint, Word, Outlook