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 ma

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