Account Manager

HSBC Holdings plc; City of Edinburgh; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Private healthcare for UK employees

Enhanced maternity and adoption pay

Contributory pension scheme

Job summary

HSBC Holdings plc in Edinburgh seeks an experienced Account Manager to oversee a portfolio of clients in Global Payment Solutions. The role is based in Edinburgh with hybrid working and a focus on delivering superior service locally and globally.

You'll retain annual revenue, manage complex queries, and coordinate with multiple stakeholders to ensure client satisfaction while growing the portfolio and mitigating risks.

Qualifications

• Experience in client and customer relationship management in a professional environment.
• Ability to balance portfolio demands while managing multiple stakeholders.
• Excellent time management and organisational skills with ability to handle time-sensitive tasks.
• Financial services background with knowledge of cash management is advantageous.

Responsibilities

• Manage liquidity and cash management needs of a portfolio of clients.
• Retain annual revenue and capture growth opportunities within client portfolio.
• Identify opportunities to deliver service excellence and manage risks.
• Maintain essential client information to enable superior experiences.

Skills

Client relationship management

Portfolio management

Stakeholder engagement

Time management

Communication skills

Job description

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We’re currently seeking an experienced professional to join our team in the role of Account Manager. This role will be based out of our Edinburgh office with hybrid working.

You’ll be responsible for the satisfaction of a portfolio of clients in Global Payment Solutions, ensuring customers receive a superior service experience both locally and globally. As the client’s single point of contact, you’ll be there to help them with those complex queries that fall beyond basic transactional queries.

As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you’ll:

• Manage the liquidity and cash management needs of a portfolio of Financial Institutions and maintain relationships with key influencers in the client’s local or regional Treasury and Finance organisation
• Be accountable for the retention of annual revenue of your portfolio of clients, including capturing opportunities and supporting growth of your clients
• Be accountable for the identification of opportunities to deliver client service excellence locally and regionally; effectively managing any risks and issues
• Maintain a client footprint with the basic information required to deliver a superior client experience
• Be accountable for monitoring and guiding the completion of all European queries and local basic queries that may be assigned to others

To be successful in this role you should meet the following requirements:

• Experience of client and customer relationship management in a professional environment is essential to this role
• The ability to continuously adapt to balance and prioritise different portfolio demands while managing requirements from multiple stakeholders
• Excellent time management, planning and organisation skills with ability to manage multiple time sensitive tasks
• Proven ability in identifying and meeting customer needs through matching a broad range of products and services
• A financial services background with an understanding of local and global cash management would be advantageous
• The ability to identify and address actual or potential business or relationship risks would be an advantage
• The ability to speak an additional European language would be advantageous but not essential for this team

Opening up a world of opportunity.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and 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 [e-mail] .