**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 General 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 Triggers portfolio on behalf of the Relationship Manager
- Assist Relationship Managers with facilities related to operational matters and provide administrative support as required
**Principal Accountabilities**:
- Draft reports, letters, memos etc., and assist in preparation of performance reports, returns and other ad hoc requests for the Relationship Managers
- Compile internal returns / analysis in support of the team
- Support Relationship Managers in the team by undertaking ad hoc tasks assigned by them
- Provide timely response to client queries
- Develop a trusted network and effective communication with other Banking staff, client servicing teams, product teams and operations teams as measured by client, line manager and internal feedback
- Produce accurate output efficiently
- Evidence of fairness in decision making
- No instances of un-escalated, material workflow delay




**- Knowledge & Experience / Qualifications**
- 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)
- An ability to manage a varied workload and prioritise effectively and execute seamlessly under pressure
- The ability to build excellent working relationships across all Business units
- Strong commercial skills
- Excellent influencing, negotiating and interpersonal skills to all levels
- The capacity to identify activities required in order to meet the needs of the Business unit
- An ability to lead and motivate other managers and staff, employing appropriate management styles often not under direct control (e.g., product or functional partners in different geographies)
- Strong written and oral communication skills in order to share information clearly, concisely and accurately
- High energy characteristics necessary to support the needs of the Business and the Sector aligned operating model
- Developed management skills, with experience in team building and managing a wide range of projects
- Experience in managing operational risks through close monitoring and continuous improvement
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Link: Lista de objetivos - Gestión de objetivos - SAP SuccessFactors

📌 Client Relationship Managementt - Supt (Azcapotzalco)
🏢 HSBC Global Services
📍 Azcapotzalco