Client Relationship & Growth Specialist

HSBC Holdings plc; 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

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.