Senior Relationship Manager Global Corporates

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

The Senior Relationship Manager will support the Monterrey Global Corporates team in managing and developing relationships with Global Corporates clients in Monterrey, Mexico. The role will provide leadership across client coverage, collaborate on ensuring the portfolio remains internationally focused, internal coordination, credit processes, account planning and transaction origination and execution.

The role will also be responsible for identifying client needs and driving the origination and sale of HSBC’s full suite of banking products and services, including Global Trade Solutions (GTS), Global Payments Solutions (GPS), Global Markets and other relevant solutions.

The Senior Relationship Manager will work closely with the Global Corporates Monterrey Head, clients and internal stakeholders across Global Corporates and supporting functions. The role will help ensure that client requirements, credit applications, annual reviews, business plans and product opportunities are properly analyzed, documented and progressed in line with HSBC standards and governance requirements.

Key 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.

Functional Knowledge

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

We are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make 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 the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more 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.