Relationship Support Analyst MME

HSBC Holdings plc; Birmingham; Híbrido; GBP 30.000 - 50.000; Jornada completa

Descripción de la vacante

HSBC Holdings plc in Birmingham is recruiting a Relationship Support Analyst to assist Relationship Directors in strengthening client relationships and identifying product opportunities. You will prepare financial, credit and profitability analyses and help create proposals and presentations.

The role is hybrid with base in Birmingham; travel to clients across the Midlands may be required, and you will coordinate with product partners, monitor credit risk and support day-to-day client planning

Formación

• Experience of working in a relevant client facing role within Commercial Banking is essential.
• A track record of understanding customers' needs and delivering excellent customer service.
• Strong verbal and written communication skills.
• Ability to organise and prioritise your own workload and deadlines.
• Understanding regulatory frameworks and compliance requirements in financial services.

Responsabilidades

• Provide support to Relationship Directors to enable them to optimise the potential value of client relationships.
• Attend client meetings as necessary and act as the first point of contact for customers on daily credit-related enquiries.
• Undertake and prepare appropriate financial, credit and profitability analyses and prepare the account remarks and proposals.
• Support on day-to-day activities including client planning, pipeline management, and coordination with product partners and data updates.
• Monitor credit risk and analyse management information.

Conocimientos

Client facing

Credit analysis

Financial analysis

Relationship management

Strong communication

Descripción del empleo

If you're looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.

HSBC Corporate Banking in the UK provides both domestic and international commercial banking services to our existing and prospective clients. Clients will typically have turnover of £25m to £350m.

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.

In this role you'll: 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.

The ideal candidate for this role will have: Experience of working in a relevant client facing role within Commercial Banking is essential 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 Experience of organising and prioritising your own workload and time effectively and adhering to strict deadlines The ability to understand and interpret financial data and undertake credit analysis is advantageous 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 Birmingham. Clients are based across Worcester, Shropshire, Herefordshire, Warwickshire and Staffordshire 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.

Opening up a world of opportunity 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. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail].