Role Purpose
The Wholesale Client Services (WCS) team is responsible for the management and execution of client related service events through the full life cycle of a client’s relationship with HSBC, for both Integral Banking and Commercial Banking lines of business
The RSM is responsible for, but not limited to, the proactive managing of Client, Frontline and Product Area generalist servicing queries
The RSM will partner with the Local Relationship Manager to develop and grow long-term relationships with their portfolio
Act as primary point of contact for clients and internal colleagues. Collaborate with various middle/back offices to ensure smooth delivery of client solutions and efficient feedback to client inquiries
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Proactively manage all aspects of client servicing for their assigned portfolio of clients and ensure high quality of service delivered at all times




Ensure any documentation which is needed as part of “conditions of approval” and “credit dispensation” is obtained from customer in line with required timeframes
Monitor documents which are supporting credit and ensure they are up to date (e.g. retrieving updated financials in line with agreed credit terms)
Resolving credit items which are preventing payments from processing
Coordinating client information requests– usually particularly intense during tax year end so that clients have information available for tax reporting (e.g. balances). Also oversee the delivery of audit confirmations
Maintain RM markers in internal systems – across core banking, CME etc. – to ensure that the true RM gets all notifications and alerts. Aligns with joiners/movers
Manage risk management activities in terms of handling RFI related enquiries and the approval on low/ medium risk CDD periodic review cases for Relationship Managers and manage relevant AI Trigger

📌 Client Relationship Managementt (Ciudad de México)
🏢 Hsbc
📍 Ciudad de México