Senior Relationship Manager - Corporate Institutional Banking

HSBC; San Andrés Cholula; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading global bank in Puebla, Mexico is seeking an experienced professional to manage and develop client portfolios, ensuring compliance with financial regulations. The ideal candidate will have an economic or engineering degree, advanced knowledge of financial products, and experience in financial services sales. This role emphasizes strong customer service, proactive skills, and a results-oriented mindset, offering a supportive and equitable work environment.

Servicios

Generous paid leave package

Focus on gender equality

Constant training and development

Formación

• Intermediate-advanced English is required.
• Experience in Sales of Financial Services is necessary.
• Advanced knowledge of Financial Products and Services is essential.

Responsabilidades

• Manage and develop the credit portfolio for clients.
• Direct the portfolio in the sustainable transition.
• Achieve budgets established for the portfolio.
• Keep customer documents updated and compliant with policies.

Conocimientos

Proactive

Fast learning

High analysis capacity

High sense of customer service

Fluent language skills

High negotiation capacity

High relationship capacity

Problem solving skills

Teamwork

Focus on results

Maximum control and order in client documents

Educación

Economic career – administrative or engineering degree

Descripción del empleo

The role holder is responsible for maintaining and developing a client portfolio aligned with our objectives, monitoring Financial and Non-Financial Risks at all times.

Activities

• Direct the portfolio in the sustainable transition.
• Promote HSBC values and culture.
• Promote collaboration between segments.
• Provide access to new business relationships.
• Get to know all the clients in the portfolio and promote a relationship model through a value offer for companies in the region with a personalized and differentiated service that allows understanding and satisfying the needs of clients in a comprehensive way over time.
• Achieve the budgets established for the portfolio with current clients and attract new ones, managing, increasing and making the portfolio profitable to position HSBC Business Banking as "The Expert Bank in Foreign Trade and International Business".
• Manage portfolios of clients with annual sales of more than 1,000 million pesos and an international focus.
• Keep all customer documents and files updated and complete in accordance with the Bank's policies, and keep relevant documents up to date with local and Group regulations, such as KYC, Business Review, CAMP Alerts and View Report.

Features

• Manage and develop the credit portfolio.
• Promotion of HSBC values and culture.
• Promotion of HSBC Business Banking products in a comprehensive manner: Credit, Local and Cross Border Treasury Solutions, Insurance, Foreign Trade Solutions, Payroll.
• Carry out the necessary procedures for processing products and services, instructing, where appropriate, the advisor, ensuring that the procedure is carried out within the established SLA.
• Prepare credit studies using experience and knowledge of the client and sector, responding in a timely manner to client requests.
• Ensure that operations, policies and operating procedures meet the Bank's objectives and requirements, both in the short and long term.
• Read, understand, and apply the bank's main manuals: Work Instructions, Department Manual, Code of Conduct, credit manual, among others.

Key Skills and Competencies

• Proactive
• Fast learning
• High analysis capacity
• High sense of customer service
• Ease of speech (fluent language)
• High negotiation capacity
• High relationship capacity
• Problem solving skills
• Teamwork
• Focus on results
• Maximum control and order in client documents

Requirements

• Economic career – administrative or engineering degree.
• Intermediate knowledge of parcel delivery in Office.
• Intermediate-advanced English.
• Advanced knowledge in Credit.
• Advanced knowledge in Financial Products and Services.
• Advanced knowledge of International Financial Products and Services.
• Experience in Sales of Financial Services.

About HSBC

We are an organization that values difference, moves forward together, takes responsibility for our actions, uses good judgment, does the right thing, and makes 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 their family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, giving you another 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.