Job Description

Functional Description

HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise, and local knowledge, our Banking teams connect clients to the products and services that meet their international financial needs.

Role Purpose

This role provides dedicated relationship management to a portfolio of customers with accountability for sales, service, risk and operational delivery. HSBC Corporate and Institutional Banking serves millions of International Middle-Market enterprises, Global Corporates and Global Networking Business, providing commercial customers with a full range of banking services including multi-currency business accounts, payments and cash management, wealth management and insurance, and global trade and receivables finance, as well as a comprehensive range of financing solutions. With dedicated Relationship Managers and Business Specialists providing local support and advice in over 60 countries and territories, HSBC helps customers make the most of opportunities for their businesses.

People responsibility: N

Report to: SVP Corporate Banking Relationship

Job Contents

1. Client-oriented professional to proactively manage a complex portfolio of clients, becoming a trusted advisor to lead strategic dialogues with clients at a portfolio level through the understanding of specific business requirements and delivering creative and flexible customer solutions
2. Enhances corporate relationships and customer service quality
3. Act as a strategic advisor to portfolio clients, channeling business development activities to ultimately provide the most suitable client solutions, thereby deepening the Bank’s wallet
4. Lead, influence, and ultimately own a consistent, cohesive client experience for our clients
5. Perform comprehensive financial analysis and make appropriate facility structure recommendations for CMB clients
6. Supports Group Global & Regional Relationships and initiatives
7. Close liaison with colleagues from other lines of business, business segments, products and services
8. Safeguards the Group from potential loss and minimizes risk of losses from bad debtsClose liaison with colleagues from other lines of business, business segments, products and services

Qualification Requirement

1. Bachelor degree or above, majored in business related
2. Good communication skill, drive and commitment, customer focus
3. Good in financial analysis and credit risk control sense
4. Resilience with business acumen, familiar with Trade products
5. Confident and outgoing
6. Good adaptability, professional appearance and demeanor
7. Fluent in English especially listening and speaking in business level
8. GPAD covered worker

License

通過國內金融訓練機構舉辦之結構型商品銷售人員資格測驗並取得合格證書

或

通過國內金融訓練機構舉辦之衍生性金融商品銷售人員資格測驗並取得合格證書