Account Manager

HSBC; City of Edinburgh; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Job summary

HSBC in Edinburgh is seeking an Account Manager to join our Global Payment Solutions team. You will be the single point of contact for a portfolio of clients, delivering a superior service experience and addressing complex queries beyond routine transactions.

The role offers hybrid working from our Edinburgh office, with opportunities for professional development and a competitive pay/benefits package including private healthcare and a contributory pension.

Qualifications

• Experience in client and customer relationship management in a professional environment is essential.
• Ability to balance portfolio demands while coordinating with multiple stakeholders.
• Strong time management, planning and organisation skills to handle multiple time-sensitive tasks.
• Proven ability to match customer needs with a broad range of products and services.
• Financial services background with understanding of local/global cash management is advantageous.

Responsibilities

• Manage liquidity and cash management needs for a portfolio of Financial Institutions and maintain relationships with key influencers in the client’s Treasury/Finance teams.
• Be accountable for retention of annual revenue from your portfolio and for capturing opportunities to grow your clients.
• Identify opportunities to deliver client service excellence locally and regionally; effectively managing risks and issues.
• Maintain client records with essential information to deliver a superior experience.
• Monitor and guide completion of European and local basic queries as needed.

Skills

Client relationship management

Time management

Stakeholder management

Financial services knowledge

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] .