Client Relationship Lead - Banking Services

HSBC Holdings plc; Ciudad de México; On-site; MXN 600,000 - 900,000; Full time

Job summary

HSBC Holdings plc in Mexico City seeks a Relationship Services Manager to support Relationship Managers and Sales teams within Wholesale Client Services. You will manage client servicing queries, coordinate with operations, and ensure timely delivery of client solutions.

The role emphasizes risk awareness, strong communication, and ability to handle a varied workload under pressure while building trusted relationships with internal teams and clients.

Qualifications

• Solid understanding of Banking operations and its products / services, general knowledge of trade, treasury, and payment and cash management products
• Relevant work experience supporting Relationship Managers or Sales teams in a financial institution (bank or non-bank)
• Relevant credit application and credit monitoring experience (minimum 2 years)
• An ability to manage a varied workload and prioritise effectively and execute seamlessly under pressure
• The ability to build excellent working relationships across all Business units
• Excellent influencing, negotiating and interpersonal skills to all levels
• The capacity to identify activities required in order to meet the needs of the Business unit
• An ability to lead and motivate other managers and staff, employing appropriate management styles often not under direct control
• Strong written and oral communication skills in order to share information clearly, concisely and accurately
• High energy characteristics necessary to support the needs of the Business and the Sector aligned operating model
• Developed management skills, with experience in team building and managing a wide range of projects
• Experience in managing operational risks through close monitoring and continuous improvement

Responsibilities

• Draft reports, letters, memos etc., and assist in preparation of performance reports, returns and other ad hoc requests for the Relationship Managers
• Compile internal returns / analysis in support of the team
• Support Relationship Managers in the team by undertaking ad hoc tasks assigned by them
• Provide timely response to client queries
• Develop a trusted network and effective communication with other Banking staff, client servicing teams, product teams and operations teams as measured by client, line manager and internal feedback
• Produce accurate output efficiently
• Evidence of fairness in decision making
• No instances of un-escalated, material workflow delay

Skills

Banking operations knowledge

Relationship management

Credit monitoring

Client service

Communication skills

Stakeholder management

Team leadership

Job description

HSBC Holdings plc in Mexico City seeks a Relationship Services Manager to support Relationship Managers and Sales teams within Wholesale Client Services. You will manage client servicing queries, coordinate with operations, and ensure timely delivery of client solutions.

The role emphasizes risk awareness, strong communication, and ability to handle a varied workload under pressure while building trusted relationships with internal teams and clients.