Relationship Support Analyst

HSBC Group; Roe Green; Hybrid; GBP 40.000 - 56.000; Vollzeit

Benefits dieser Stelle

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Zusammenfassung

HSBC Group in the United Kingdom is seeking a Relationship Support Analyst to assist Relationship Directors in identifying customer needs and opportunities. The role involves credit analysis, client meetings, and coordinating with product partners to deliver needs-based solutions.

The position is hybrid with base location in St Albans; travel to clients across the south east is expected as required. HSBC emphasises diversity, inclusion, and a supportive development environment.

Qualifikationen

• Experience in a client-facing banking role is advantageous.
• Able to interpret financial data and assess credit implications.
• Strong communication skills, both verbal and written, with clear client interaction.

Aufgaben

• Support Relationship Directors to maximise client value and deliver needs-based solutions.
• Attend client meetings as needed and be first point of contact for daily credit inquiries.
• Prepare financial, credit, and profitability analysis and draft proposals/presentations.
• Coordinate day-to-day activities including client planning and pipeline management.
• Liaise with product partners and external professionals to deliver solutions.
• Monitor credit risk and review management information and credit reports.
• Understand customers' needs and deliver excellent service.
• Demonstrate strong workload planning and deadline discipline.

Kenntnisse

Client facing

Credit analysis

Financial data interpretation

Verbal and written communication

Time management

Regulatory awareness

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 St Albans. Clients are based across the south east 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.

• private healthcare for all UK-based employees
• enhanced maternity and adoption pay and support when you return to work
• a contributory pension scheme with a generous employer contribution