Senior Account Manager | Edinburgh, UK

HSBC; City of Edinburgh; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial institution in Edinburgh is seeking an experienced Senior Account Manager to manage a portfolio of top-tier clients. You will enhance client satisfaction by overseeing their liquidity and cash management needs, identifying growth opportunities, and ensuring account retention. Ideal candidates should have strong knowledge of cash management services and previous experience in banking or account management. This role supports hybrid working arrangements.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Access to employee resource groups

Qualifications

• Strong knowledge of local and global cash management and clearing services.
• Proven ability in identifying and meeting customer needs.
• Previous banking experience in a relationship or account management role.
• Knowledge of Corporate Treasury operations including payments and foreign exchange.
• Comfortable in a fast-paced work environment.

Responsibilities

• Manage liquidity and cash management needs for a portfolio of clients.
• Maintain relationships with key influencers in clients' Treasury organizations.
• Identify opportunities for delivering Client Service excellence.
• Be accountable for the retention of annual revenue.

Skills

Knowledge of cash management services

Client relationship management

Ability to identify customer needs

Experience with financial institutions

Strong communication skills

Job description

As an HSBC employee in the UK, you will 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.

We are currently seeking an experienced individual to join this team in the role of Senior Account Manager .

The Account Manager's portfolio will be a mix of top tier, highly complex GPS clients and complex clients. The Account Manager will be accountable for the overall satisfaction with GPS products and services and support the broadening and deepening of these client relationships to drive commercial outcomes for the GPS business.

This includes overseeing execution of query management for the client, oversight of transactional activity, providing insights to clients on how to optimize through Client Service Reviews, coordination of a clients global Treasury and Cash Management initiatives and projects, and proactively managing the GPS client relationship on a day-to-day basis. Depending on the complexity and geography of the client this role will either lead the client relationship or play a supporting role on a global squad covering the client.

In this role, you will:

• Manage the liquidity and cash management needs of a portfolio of Financial Institutions, Multi-National Corporations and Local Corporates.
• Maintain relationships with key influencers in the client's local or regional Treasury and Finance organisation.
• Be the point of escalation for other stakeholders supporting the client and for the client themselves on all GPS Service engagements when they are the lead.

• Be accountable for the retention of annual revenue of your portfolio of clients, including capturing opportunities and supporting growth of your clients (revenue targets included in scorecard).

• Identify opportunities to deliver Client Service excellence locally and regionally; effectively managing any risks and issues.

To be successful in this role you should meet the following requirements:

• Strong knowledge of local and global cash management and clearing services, products, and techniques.
• Proven ability in identifying and meeting customer needs through matching a broad range of products and services.
• Previous banking experience working with FIs/Corporates in a relationship or account management role. Specific experience with large multi-national corporations or financial institutions including Global/Regional HQ names will be an advantage.
• Knowledge of day-to-day workings of a Corporate Treasury environment, foreign exchange, intercompany loans, payroll, and payments.
• Comfortable working in a fast-paced work environment; continually changing lines of communication, technological advances etc.

The base location of this role is Edinburgh operating a Hybrid working model.

Continue to grow with our internal opportunities.

We believe that being open to a range of perspectives and cultures is vital for our business. We work hard to ensure our diverse and inclusive workplace reflects the communities we serve. We want everyone to achieve their potential - regardless of their gender, ethnicity, disability, religion, sexual orientation or age. If you have a different way of seeing the world, we are interested in hearing from you.

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role.

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [e-mail]

Telephone: [phone]

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