Accounting & Finance

Relationship Support Analyst

HSBC Group

St Albans · Hertfordshire · United Kingdom

Overview

In this role, you support Relationship Directors to maximise client value and deliver needs-based, fair outcomes. You will help manage client engagement, prepare financial and credit analyses, and coordinate with product partners to propose suitable solutions. You’ll act as a point of contact for daily credit-related queries and assist with credit applications, risk monitoring, and reporting. This hybrid UK position combines client visits, office work, and travel, within a large, inclusive international bank that fosters development and rewards performance.

Pay / Benefits
  • private healthcare for UK-based employees
  • enhanced maternity and adoption pay
  • return-to-work support
  • contributory pension scheme
  • tailored professional development opportunities
  • competitive pay and benefits package
Responsibilities
  • Support Relationship Directors to optimise client value and engagement
  • Attend client meetings as needed and handle daily credit-related inquiries
  • Prepare financial, credit and profitability analyses and develop account remarks, proposals and presentations
  • Coordinate client planning, pipeline management, and updates with product partners
  • Liaise with external lawyers and valuers to deliver needs-based solutions
  • Monitor credit risk through concern lists and credit control reports and analyse management information
Key requirements
  • Experience in a client-facing role within Commercial Banking (advantageous)
  • Proven ability to understand customer needs and deliver excellent service
  • Strong verbal and written communication skills and adaptability
  • Ability to organise workload, prioritise effectively and meet deadlines
  • Ability to interpret financial data and perform credit analysis
  • Understanding of regulatory and compliance frameworks in financial services
  • Willingness to travel for client visits (hybrid role)
  • customer-focused
  • adaptable
  • time management
  • financial analysis
  • credit analysis
  • risk monitoring and MI analysis

Reference: WJ-747_31226929

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