Global Corporates Associate: Client Coverage & Onboarding

Hsbc Global Services Limited; Monterrey; On-site; MXN 600,000 - 900,000; Full time

Job summary

HSBC Global Services Limited in Monterrey, Mexico seeks an Associate to support the Global Corporates team. You will coordinate client onboarding, credit processes, planning and transaction execution, while analyzing financials and market factors to inform decisions.

The role requires interaction with clients and internal stakeholders, strong Excel/PowerPoint skills, and fluency in English and Spanish. This is a full-time on-site position in Monterrey.

Qualifications

• Experience in corporate banking, investment banking, credit analysis or related financial services.
• Experience preparing financial analyses, credit materials, client presentations or business cases.
• Experience working with multiple stakeholders and managing several priorities.
• Experience supporting global corporate or institutional clients is desirable.

Responsibilities

• Support a Director and Sr. Relationship Manager in day-to-day management of a portfolio of global corporate clients.
• Coordinate internal processes related to client onboarding, credit approvals, annual reviews, account planning and transaction execution.
• Prepare and maintain high-quality client materials, including account plans, business reviews, pipeline and transaction reports.
• Review financial information and documentation to support credit and relationship decisions.
• Analyse companies, industries and economic factors to identify trends, risks and opportunities.
• Prepare financial analyses and supporting schedules; coordinate with internal partners.

Skills

Advanced English

Spanish fluency

Strong analytical

Problem solving

Tools

Microsoft Excel

PowerPoint

Job description

HSBC Global Services Limited in Monterrey, Mexico seeks an Associate to support the Global Corporates team. You will coordinate client onboarding, credit processes, planning and transaction execution, while analyzing financials and market factors to inform decisions.

The role requires interaction with clients and internal stakeholders, strong Excel/PowerPoint skills, and fluency in English and Spanish. This is a full-time on-site position in Monterrey.