HSBC

Relationship Service Manager

HSBC  •  Shanghai, CN (Onsite)  •  23 hours ago
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Job Description

CIB COO (Corporate and Institutional Banking)

Our COO team delivers strategic execution for Corporate and Institutional Banking (CIB) across the globe. Through transformative data and digital solutions, customer servicing, and non-financial risk expertise, this team is where problems are solved, and careers are made.

CIB COO focuses on these key priorities:

  • Protecting the bank, our customers and stakeholders by enhancing our operational resilience, strengthen our control environment, and improve risk management.
  • Driving operational excellence and efficiency by optimising our processes and delivering the transition to net zero in our own operations.
  • Enabling business growth exceptional service by enabling our businesses to focus on our competitive advantage and deliver transformation and digitisation across the bank.

We are currently seeking an experienced professional to join our team.

In this role, you will:

Collect relevant information from various sources to assist the Relationship Managers with facilities related to credit proposals and operational matters

Check covenant compliance certificate and covenant fulfilment

Support Security Control co-ordination

Check facility letters prepared by Credit Ops or Relationship Managers, ensure the return of acknowledged copies of such letters prior to the expiry date therein and take prompt follow-up action on outstanding items

Check customer and facility related documents and take prompt follow-up action on outstanding items. To arrange renewal of security documents

Facilitate the loan drawdown process through close liaison with Client Management and Credit Ops on account opening, and ensure that security requirements have been completed before facilityc limits are loaded

Work closely with CLM and relationship managers in the team and support them to complete all KYC process in a timely manner.

Execute or support the approval of low/medium risk periodic review profile

Reconcile the data in OMNIA and the baseline in DCP report

Deal independently with e-mail or telephone enquiries from customers and liaise closely with other HSBC departments and branches in answering / resolving customer queries / issues. Proactively follow-up on outstanding matters

Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the development of the Banking business

To be successful in the role, you should meet the following requirements:

Solid understanding of Banking operations and its products / services, general knowledge of trade, treasury, and payment and cash management products and activities

Relevant work experience supporting Relationship Managers or Sales teams in a financial institution (bank or non-bank)

Relevant credit application and credit monitoring experience is a plus

Excellent client servicing skills (minimum 2 years of service in a client facing role)

Results focused and an ability to manage and prioritize multiple tasks in a fast-moving environment

Ability to work independently but also as a team player, with highly developed interpersonal skills

Ability to prioritize competing demands

Ability to understand and consolidate diverse and complex business information and identify and mitigate risk issues

Be change oriented and explore ways of enhanced working and have a forward-thinking mind-set, in line with the Group's values and strategy

Excellent analysis and problem-solving skills

Proficient in AI tools

Fluent verbal and written English

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank (China) Company Limited

HSBC

About HSBC

Opening up a world of opportunity for our customers, investors, ourselves and the planet.

We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.

HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.

To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
London, GB
Year Founded
Unknown
Website
hsbc.com
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