Senior Global Corporates Relationship Leader Monterrey

HSBC; Monterrey; On-site; MXN 1,200,000 - 1,900,000; Full time

Job summary

HSBC Holdings plc in Monterrey is seeking a Senior Relationship Manager to support the Global Corporates team in managing relationships with Global Corporates clients in Monterrey, Mexico. You will lead coverage, coordinate onboarding, credit approvals, annual reviews, and account planning while driving origination and execution of HSBC’s product suite.

You will analyze financial information, prepare client materials, and collaborate with internal stakeholders across regions to ensure compliance

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, Engineering or a related discipline.
• 7+ years of experience in Corporate Banking or equivalent.
• Extensive knowledge of banking products and services.
• Proven track record in sales and relationship management.
• Strong experience in customer-facing roles.
• Strong understanding of lending, credit assessment and approval processes.

Responsibilities

• Support the Global Corporates Monterrey Head in the day-to-day management and development of a portfolio of Global Corporates clients.
• Lead the coordination of internal processes related to client onboarding, credit approvals, annual reviews, account planning and transaction execution.
• Prepare and review high-quality client materials, including account plans, business reviews, pipeline and transaction reports, client presentations and internal approval documents.
• Analyse financial information, management accounts and other relevant documentation to support credit and relationship-management decisions.
• Analyse companies, industries and relevant economic factors to identify trends, risks and business opportunities
• Effective collaboration across regions, products and segments.

Skills

Relationship management

Sales experience

Customer-facing

Credit assessment

Education

Bachelor's degree in Business Administration, Finance, Economics, Engineering

Job description

HSBC Holdings plc in Monterrey is seeking a Senior Relationship Manager to support the Global Corporates team in managing relationships with Global Corporates clients in Monterrey, Mexico. You will lead coverage, coordinate onboarding, credit approvals, annual reviews, and account planning while driving origination and execution of HSBC’s product suite.

You will analyze financial information, prepare client materials, and collaborate with internal stakeholders across regions to ensure compliance