HSBC
Broker Portfolio Relationship Manager
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If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.
We are currently seeking an experienced professional to join our Enhanced Portfolio Management team in the role of Broker Portfolio Relationship Manager. This role can be based out of any one of our commercial centres across the UK.
In this role you’ll provide dedicated relationship management to broker introduced customers, managing their transactional banking needs.
A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages.
In this role you will:
- Manage the transactional banking needs of the team’s broker customers across the UK, focussing on lending up to £500K
- Optimise existing customer relationships by delivering solutions, products, and services appropriate to the customer needs
- Effectively manage work and support resources to increase quality and time of client opportunities
- Build a strong understanding of the client’s business and industry to promote insights, enrich client conversations and deliver fair outcomes
- Deepen understanding of the client through pro-active credit risk assessments and customer due diligence reviews
- Adhere to structures and processes in place for the management of credit, operational, reputational, financial crime and regulatory risk
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To be successful in this role you should meet the following requirements:
- Understanding and experience in reading and interpreting of financial accounts and writing strong credit applications
- Planning and organisational skills in order to manage the unexpected as well as anticipated issues or events, so that success can still be achieved
- Influencing skills and ability to build positive working relationships with our customers, colleagues and stakeholders
- Excellent written and spoken communication skills with experience of successfully influencing others and negotiating effectively
- The ability to build effective networks across business areas, developing relationships based on mutual trust and encouraging others to do the same
- A comprehensive understanding of risk management and proven experience of ensuring own/others' compliance with relevant regulatory processes
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If you are an HSBC Contractor and wish to apply to this role, click here.
To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please click this link.
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, socio-economic background 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 via hsbc.recruitment@hsbc.com.
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