HSBC

Relationship and Portfolio Team Lead

Castle Donington

Posted about 1 month ago

Hybrid

Full-time

Senior Level

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. Our Commercial Banking business serves over a million customers across more than 50 markets, ranging from small enterprises focused primarily on their home markets, through to corporates operating across borders. Whether it is working capital, term loans, trade finance or payments and cash management solutions, we provide the tools and expertise that businesses need to thrive. As the cornerstone of the HSBC Group, we give businesses access to a geographic network covering more than 90% of global trade and capital flows. We are currently seeking an experienced specialist to join this team in the role of Relationship and Portfolio Team Lead. The Relationship & Portfolio Team Lead role manages a team of Relationship Managers (RMs) or Portfolio Managers serving customers and is responsible for managing and coaching the team for improved performance and delivering business objectives at a team level. This role may be responsible for a small portfolio of customers. In this role, you will : Observe and assist Relationship Managers to enrich engagement with customers so as to ensure rigorous customer due diligence and maximum mutual commercial benefits Develop a sustainable business growth strategy, focusing the team on maximising the depth and breadth of existing client relationships, with an awareness of cultivating new-to bank opportunities, whilst leveraging our network Collaborate with colleagues to deliver appropriate needs-based solutions for customers. Prepare and coach Relationship or Portfolio Managers in building an understanding of the client's business, identifying customer needs and delivering fair outcomes When appropriate, engage in value-adding discussions with high priority clients to facilitate business execution or assist in managing sensitive risk issues Lead a team aligned to a common purpose and HSBC values, and delivering fair outcomes for clients and manage internal profile (credit risk approvers, peers, product partners, back office, FCC Officer) to facilitate execution of client deals, referrals and management of risk issues Confidently manage financial crime risk throughout the client lifecycle by identifying, assessing, accepting, monitoring, escalating and mitigating risk and ensure all applicable operational risk HSBC Standards and policies are adhered to by the team, reporting any breaches in accordance with local procedures To be successful in this role you should meet the following requirements: Strong people management skills with people leadership experience is preferred and previous Relationship Manager experience. Experience in identifying new business, risk analysis and risk management, portfolio management and operational procedures. Able to lead delivery of excellent customer service, proactively identifying innovative ways to improve service delivered to customers and drive successful engagement with external market including customer events, networking events Ability to drive business performance through support and development of Relationship Managers as well as support with performance management of the wider Region. Ability to support and drive customer satisfaction, dealing swiftly and robustly with service failures. For any queries relating to the role, please contact the Hiring Manager : martin.hanson@hsbc.com 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: Email: hsbc.recruitment@hsbc.com Telephone: +44 207 832 8500

Skills

People management

Relationship management

Portfolio management

Risk analysis

Risk management

Business growth strategy

Customer due diligence

Financial crime risk management

Operational procedures

Customer service

Performance management

Stakeholder management

Commercial banking

Trade finance

Needs-based solutions

Leadership