Relationship Support Analyst

HSBC Group; St. Ives; Hybrid; GBP 42.000 - 54.000; Vollzeit

Zusammenfassung

HSBC is seeking a Relationship Support Analyst to assist Relationship Directors in identifying customer needs and delivering fair, needs-based solutions. You will perform financial and credit analysis, prepare proposals, and coordinate with product partners while managing client communications.

The role is hybrid, based in Cambridge with travel to clients in the south east. You will act as a key liaison for client relationships and support on day-to-day credit-related inquiries.

Qualifikationen

• Strong verbal and written communication skills; ability to adapt style for different stakeholders.
• Experience of organising and prioritising workload and meeting deadlines.
• Ability to understand and interpret financial data and undertake credit analysis.
• Knowledge of regulatory frameworks and compliance requirements in financial services.

Aufgaben

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

Kenntnisse

Verbal communication

Written communication

Credit analysis

Time management

Travel flexibility

Client relationship

Regulatory knowledge

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 Cambridge. 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. 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.