Relationship Support Analyst

HSBC Group; Bristol; Hybrid; GBP 35.000 - 55.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Travel opportunities

Zusammenfassung

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.

Qualifikationen

• 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

Aufgaben

• 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

Jobbeschreibung

The Relationship Support Analyst role assists Relationship Directors in building relationships by identifying and meeting existing and prospective customer needs. This role is responsible for identifying product and service opportunities, carrying out customer research, financial and credit analysis and helping the RD prepare for customer meetings. Other fundamental parts of the role include co-ordination of credit applications or renewals and risk escalation management. In the absence of the RD, the role holder will act as the focal point for the client relationships, products and services.

• Provide support to the Relationship Directors to enable them to optimise the potential value of client relationships, improve client engagement and deliver needs-based solutions and fair outcomes for customers
• Enable proactive client management by attending client meetings as necessary and acting as the first point of contact for customers on daily credit-related enquiries
• Undertake and prepare appropriate financial, credit and profitability analysis and prepare the account remarks and creating proposals and presentations
• Support on day-to-day activities including client planning, pipeline management, co-ordination with product partners and ensuring data and call reports are accurately and timely updated
• Support with third party liaison, including discussions with external lawyers and valuers, collaborating with Group colleagues to deliver appropriate needs-based solutions for customers
• Monitor credit risk, including concern lists and credit control reports, and analyse management information
• Experience working in a relevant client facing role within Commercial Banking would be advantageous
• A track record of gaining an understanding of customers' needs and delivering excellent customer service is essential
• Strong verbal and written communication skills with experience of adapting your style and approach is essential
• Experience of organising and prioritising your own workload and time effectively and adhering to strict deadlines is essential
• The ability to understand and interpret financial data and undertake credit analysis is preferred
• A solid understanding of the regulatory frameworks and compliance requirements associated with financial services and experience of working within these

This is a hybrid position, with the base location being flexible between Bristol, Cardiff and Exeter. Clients are based across the south west and there is an expectation of the working week consisting of home and the office-based working, along with visiting clients on occasion. It is therefore important that you are willing to travel as required.

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.

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.

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.