HSBC Global Services Limited
Associate
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If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential – whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.
We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper and, ultimately, helping people fulfil their hopes and realise their ambitions.
We’re currently seeking an experienced professional to join our team in the role of Associate, HBUK FI & Affiliates.
The FI & Affiliates Associate is a key support role within HSBC CMB UK, providing day-to-day assistance to the Relationship Director / Head of FI & Affiliates across four specialist portfolios operating within the HBUK RFB exceptions framework: Financial Institutions (including Sovereigns and SSAs), Fund Managers/Funds, UK Mortgage-Backed Securities (ABS/RMBS), and HSBC Affiliates (including oversight of HGHQ and HINV).
The team manages portfolios that include (indicatively) c.91 issuer risk counterparts, 16 ABS/RMBS counterparts, 3 asset managers covering c.250 funds, and c.38 affiliate relationships. The role supports relationship maintenance, credit and process coordination (including via CARM), KYC/CDD coordination, MI/reporting, and governance/control activity, working closely with stakeholders across 1LOD and 2LOD.
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As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.
In this role you’ll:
- Provide day-to-day support to the RD/Head of FI & Affiliates: plan and prioritise workload, drive follow-ups, and coordinate actions across the four portfolios.
- Prepare internal materials (packs, trackers, status updates, action logs); no external meeting attendance required.
- Maintain robust systems, records and evidence packs to support portfolio oversight and auditability.
- Process and manage credit activity in CARM in line with FI & Affiliates requirements, including annual reviews, submissions, remediation, and post-approval actions through to closure.
- Track credit MI (review schedules, outstanding actions, concern items where relevant), flagging delays and escalating risks early.
- Coordinate with relevant teams to ensure valid KYC/CDD is in place before business is conducted.
- Collate and manage inbound/outbound due diligence (RFIs, questionnaires, and KYC documentation requests) for FI/affiliate activity.
- Support management of credit, financial crime, reputational and KYC/CDD risks in a heightened regulatory environment.
- Support operational risk and governance activities, including RCA participation support, EWRA input collation, and coordination of Affiliate governance papers for HBUK EXCO.
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To be successful in this role you should meet the following requirements:
- Experience in financial services, supporting coordination, credit/relationship support, KYC/CDD, governance, risk or controls.
- Strong verbal and written communication skills; able to adapt style to audience, including senior stakeholders.
- Highly organised with the ability to prioritise and manage multiple workflows and deadlines, handling both planned and unexpected issues.
- Strong analytical capability; able to gather and interpret financial/non-financial information and translate it into clear MI and actionable insights.
- Strong risk and control mindset, with high attention to detail and disciplined documentation.
Opening a world of opportunity.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces – no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: +44 207 832 8500.
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