Relationship Support Analyst

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

Benefits offered by this job

Private healthcare

Maternity & adoption pay

Pension scheme

Job summary

HSBC Group is seeking a Relationship Support Analyst to assist Relationship Directors in identifying client needs, analysing financial and credit data, and preparing materials for meetings. The role supports day-to-day activities, including pipeline management and coordination with product partners, while maintaining compliance with financial services regulations.

The position is hybrid with base locations in Castle Donington or Northampton, East Midlands; some travel to clients and offices is

Qualifications

• Experience in a client-facing banking environment.
• Ability to interpret financial data and assess credit risk.
• Understanding of regulatory frameworks in financial services.

Responsibilities

• Support Relationship Directors to optimise client relationships and deliver needs-based solutions.
• Attend client meetings as required and act as the first point of contact for daily credit-related enquiries.
• Undertake financial, credit and profitability analysis and prepare proposals and presentations.
• Coordinate with product partners and ensure data and call reports are updated.
• Liaise with external lawyers and valuers as needed to deliver client solutions.
• Monitor credit risk and analyse management information.

Skills

Client facing

Credit analysis

Financial data interpretation

Regulatory knowledge

Communication skills

Time management

Job description

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 (essential)
• A track record of gaining an understanding of customers' needs and delivering excellent customer service
• Strong verbal and written communication skills with experience of adapting your style and approach as required
• Experience of organising and prioritising your own workload and time effectively and adhering to strict deadlines (essential)
• The ability to understand and interpret financial data and undertake credit analysis (essential)
• 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 Castle Donington and Northampton. Clients are based across the East Midlands 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 and based in an easily commutable distance of the East Midlands region.

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.