Hybrid Client Relationship & Credit Analyst

HSBC Group; Bristol; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Hybrid work model

Travel opportunities

Job summary

HSBC is seeking a Relationship Support Analyst to assist Relationship Directors in identifying customer needs and delivering tailored financial solutions. The role blends client engagement with credit analysis, reporting, and collaboration with product partners across the UK South West region.

The hybrid role involves travel to client sites across Bristol, Cardiff, Exeter, and surrounding areas, supporting meetings and client planning while ensuring timely data updates and risk management.

Qualifications

• Experience in a client-facing role within Commercial Banking would be advantageous
• Strong verbal and written communication skills
• Ability to understand and interpret financial data and undertake credit analysis
• Willingness to travel as required
• Knowledge of regulatory frameworks and compliance in financial services

Responsibilities

• Provide support to Relationship Directors to optimise client relationships and deliver needs-based solutions
• Attend client meetings as necessary and act as first point of contact for daily credit-related enquiries
• Undertake financial, credit and profitability analysis and prepare account remarks and proposals
• Support day-to-day activities including client planning, pipeline management and data/call report updates
• Coordinate with product partners and third parties including external lawyers and valuers to deliver solutions
• Monitor credit risk through credit control reports and management information analysis
• Demonstrate understanding of customers' needs and provide excellent customer service
• Organise and prioritise workload to meet deadlines
• Interpret financial data and perform credit analysis when required
• Adhere to regulatory and compliance requirements in financial services

Job description

HSBC is seeking a Relationship Support Analyst to assist Relationship Directors in identifying customer needs and delivering tailored financial solutions. The role blends client engagement with credit analysis, reporting, and collaboration with product partners across the UK South West region.

The hybrid role involves travel to client sites across Bristol, Cardiff, Exeter, and surrounding areas, supporting meetings and client planning while ensuring timely data updates and risk management.