Provide support to the RM in delivering an relationship management service which provides value-added services and guidance to customers, prospects and professionals
Work with the RM to relationship manage, up to XX of the largest and most complex relationships in the Business Banking Area
Under the guidance and direction of the RM, analyse the financial reports and MI of customers and prospective customers, preparing credit applications and customer presentations to establish and promote HSBC as the “Leading International Business” bank
Work with the RM to develop and research a target list of prospect companies, and identify customer needs and researching potential solutions from existing customers
Act as a coordinator when the RM introduces appropriate colleagues from the product areas and other group entities to develop solutions which meet the needs of the customer
Support the RM in winning new business
Identify customer needs and provide solutions which will support businesses and both grow and maintain long term customer relationships and retain existing customers
By working with the RM to coordinate the activity of key service providers to implement a joined up approach to identifying business prospects
Assist the RM in preparing and having Strategic Business Conversations and completing Strategic Business Reviews to ensure that we fully understand the customers plans and needs and provide solutions to meet these.
Obtaining, researching and analysing customer information (financial and non-financial) to prepare high quality and professional applications for credit facilities and to meet identified customer needs.
On behalf of the RM, undertaking the appropriate analysis and preparation of proposals, presentations and pitches to prospective customers.
Keeping up-to-date on knowledge of HSBC’s capabilities
