Relationship Manager Associate, Corporate and Institutional Banking

HSBC
Tel Aviv
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Negotiation","Presentation","Stakeholder management","Organization"]

Support Relationship Bankers on a defined corporate client portfolio by originating opportunities, executing transactions, and deepening engagement. Prepare proposals, presentations, and pitches, coordinate across banking and product/country teams, and perform financial and credit analysis. Maintain CRM and pipeline discipline, monitor income and returns, and optimize risk-weighted assets while escalating risks, including financial crime risks, promptly.

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FursaFursa
HSBC
HSBC
3 weeks ago

Relationship Manager Associate, Corporate and Institutional Banking

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Last checked: 2 hours agoStatus: Live

Job Summary

Support Relationship Bankers on a defined corporate client portfolio by originating opportunities, executing transactions, and deepening engagement. Prepare proposals, presentations, and pitches, coordinate across banking and product/country teams, and perform financial and credit analysis. Maintain CRM and pipeline discipline, monitor income and returns, and optimize risk-weighted assets while escalating risks, including financial crime risks, promptly.
Location: Tel Aviv
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Support Relationship Bankers in managing and growing a client portfolio and coordinating across banking and product/country teams.
  • •Originate opportunities by identifying marketing ideas, analyzing client needs, and preparing proposals, presentations, and pitches.
  • •Execute deals by working with clients and internal product partners to progress transactions efficiently within agreed timelines.
  • •Build client engagement by developing contacts, maintaining client plans, and ensuring a coordinated service approach with client service teams.
  • •Perform financial and credit analysis and maintain portfolio/pipeline discipline in CRM, monitoring income and returns while escalating risks (including financial crime risk) promptly.

Pay and Benefits

Perks:TrainingMentoringFlexible Work

Key Requirements

  • •Strong quantitative and qualitative analytical skills to produce high-quality credit and sector analysis.
  • •Solid financial analysis capability with understanding of risk management, credit fundamentals, and mitigants.
  • •Ability to create compelling client materials (e.g., pitch books and presentations) with strong attention to detail.
  • •Strong stakeholder management skills and a collaborative mindset across relationship, product, and country teams.
  • •Fluent business English and Hebrew, and living in Israel.
Experience:Corporate banking
Skills:CommunicationNegotiationPresentationStakeholder managementOrganization
Languages:EnglishHebrew
Tech Stack:CRM

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