Senior Analyst

Role purpose:

Relationship Service Management is a digitally enabled CIB Banking Client Relationship Services team who delivers coordination of client impacting servicing activities on behalf of RMs to facilitate optimal client experience and allow front-line partners focus on business generating activities.

Relationship Service Manager - Analyst role is part of Client Relationship Servicing within CIB Banking within CIB COO. CIB COO is a globally aligned function supporting GBM/CMB wide businesses and all elements of the client lifecycle including Onboarding and Client Relationship Servicing. RSM function is accountable for ensuring that HSBC consistently provides exceptional service to its clients. The CIB Banking CS Value Stream oversees all Account Maintenance, Account Opening, Closing & Reactivation requests, Client Authorization Update (Mandates), Audit confirmation, Request for Information and RM Delegated Responsibilities (AI Triggers/CDD Info).

Functional Knowledge & Skills Required:

• Excellent spoken and written communication skills with experience of adapting your style and approach to the audience and message being delivered. (E)
• Working knowledge of Mandate documents such as Board Resolution (BR), Power Of Attorney (PoA), Articles of Associations (AoA) and List of Directors (LoD). (D)
• Working knowledge of the Audit process and use of confirmation.com tool for performing global signor audits. (D)
• At least 2 -3 years’ experience in a client facing role.
• Orientation to client service and a good understanding of service principles and practices.
• Proven ability to work well under pressure and prioritize competing demands. (E)
• Flexible approach to duties and hours of work. (E)
• Strong network across Business Services, Product, and Central Operational Support Teams.
• Must be proactive and prepared to investigate issues of own initiative with minimum information.
• Ability to maintain focus while working with voluminous data including the ability to strategize, organize and execute the same for the department’s month-end / roll-period high volumes.
• Ability to learn quickly, transfers knowledge appropriately, understand and interpret numeric data with good attention to details.
• Strong relationship management skills with the ability to manage & engage multiple parties, meet their expectations, negotiate in situations of conflicting interests and influence key decision makers in a positive manner.
• Self-Motivated, positive, and passionate individual with a solution-oriented mindset.