Relationship Associate (Shanghai, SH, CN, 200120)

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Data Science & Machine LearningExperience: 1-3 yearsEducation: bachelorsSkills: ["Client-focused","Analytical","Proactive","Collaborative","High integrity"]

Support Relationship Managers (RMs) in managing corporate client portfolios for the Corporate Banking business. Handle daily client servicing, inquiries, and account maintenance, while preparing credit proposals, financial analysis, and client meeting materials. Assist with credit monitoring, risk assessment, and compliance checks, coordinate with internal teams for documentation and transaction processing, and participate in client meetings to support cross-selling initiatives.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
4 days ago

Relationship Associate (Shanghai, SH, CN, 200120)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Support Relationship Managers (RMs) in managing corporate client portfolios for the Corporate Banking business. Handle daily client servicing, inquiries, and account maintenance, while preparing credit proposals, financial analysis, and client meeting materials. Assist with credit monitoring, risk assessment, and compliance checks, coordinate with internal teams for documentation and transaction processing, and participate in client meetings to support cross-selling initiatives.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Data Science & Machine Learning
Seniority: Entry level

Key Responsibilities

  • •Assist Relationship Managers (RMs) in client servicing, inquiry handling, and account maintenance.
  • •Prepare credit proposals, financial analysis, and client meeting materials.
  • •Support credit monitoring, risk assessment, and compliance checks.
  • •Coordinate with internal departments for documentation and transaction processing.
  • •Participate in client meetings and support cross-selling initiatives.

Key Requirements

  • •Bachelor’s degree in Finance, Economics, Business, or a related field.
  • •1–3 years of corporate banking or relevant experience preferred.
  • •Basic credit analysis and knowledge of financial statements.
  • •Strong communication, detail-oriented, and multitasking skills.
  • •Fluency in English and the local language.
Experience:1-3 yearsCorporate banking
Education:Bachelor's in Finance, Economics, Business, or related field
Skills:Client-focusedAnalyticalProactiveCollaborativeHigh integrity
Languages:English

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn