Associate Relationship Manager

HSBC; Ciudad de México; On-site; MXN 400,000 - 600,000; Full time

Benefits offered by this job

Extensive paid leave

Job summary

HSBC Holdings plc in Mexico City seeks an Associate Relationship Manager to support senior bankers in managing client relationships, driving business growth, and ensuring high-quality service delivery.

You will act as a key liaison, manage enquiries and documentation, monitor portfolios for compliance and retention, and assist in acquiring new clients while analysing financial data and supporting sales objectives.

Qualifications

• University degree in Business, Finance, Actuarial Science, or Engineering.
• 3–5 years of experience in banking, sales, or client relationship management.
• Advanced English communication skills.
• Analytical ability to review financial data, market trends, and client reports.
• Proficient in MS Office (Excel, PowerPoint).

Responsibilities

• Relationship management: Build and maintain relationships with existing and prospective clients; be the primary contact.
• Sales and growth: Identify cross-selling opportunities and acquire new clients to drive revenue.
• Portfolio support: Prepare and present client reviews, financial analyses, and risk assessments.
• Operational support: Coordinate with Risk, Compliance, Operations to ensure timely processing of credit facilities, loans, and documentation.
• Monitoring: Oversee account health to identify risks and ensure policy and regulatory compliance.

Skills

Interpersonal skills

Advanced English

Education

University degree in Business/Finance/Actuarial/Engineering

Tools

MS Office

Job description

The Associate Relationship Manager (ARM) supports senior bankers in managing client relationships, driving business growth, and ensuring the delivery of high-quality service. Acting as a key liaison, the ARM manages client enquiries, documentation, and portfolio monitoring to ensure compliance and client retention. The role involves analysing financial data, supporting sales objectives, and assisting in the acquisition of new clients. Core responsibilities include:

• Relationship Management: Building and maintaining strong relationships with both existing and prospective clients, serving as the primary point of contact.
• Sales and Growth: Driving revenue by identifying cross-selling opportunities and acquiring new clients.
• Portfolio Support: Assisting in the preparation and presentation of client reviews, financial analyses, and risk assessments.
• Operational Support: Coordinating with internal departments (Risk, Compliance, Operations) to ensure timely processing of credit facilities, loans, and documentation.
• Monitoring: Overseeing account health to identify potential risks and ensure adherence to internal policies and external regulations.

Required Skills and Qualifications

• Education: University degree in Business, Finance, Actuarial Science, or Engineering.
• Experience: 3 to 5 years in banking, sales, or client relationship management.
• Communication: Excellent interpersonal and verbal/written communication skills.
• Languages: Advanced English.
• Analytical Skills: Ability to analyse financial data, market trends, and client reports.
• Tools: Proficiency in MS Office (Excel, PowerPoint).

We are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.

“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”

At HSBC we are focused on guaranteeing gender equality and constant training for our employees as well as the protection of their labor and social rights.