GNB Relationship Associate (Sao Paulo, DF, BR, 04543-907)

HSBC
São Paulo
Full timeFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Relationship building","Time management","Planning and organization","Communication"]

Assist Relationship Managers within Global Network Banking by triaging product sales opportunities, preparing client documentation, and coordinating product fulfillment. Support customer meetings with pre- and post-customer analysis and due diligence for both existing portfolios and new business. Partner with product teams such as Global Trade Solutions, Global Payments Solutions, and Global Markets to match customer needs. Maintain accurate customer information in Group systems and provide high-quality stakeholder and client service.

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HSBC
HSBC
4 days ago

GNB Relationship Associate (Sao Paulo, DF, BR, 04543-907)

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Job Summary

Assist Relationship Managers within Global Network Banking by triaging product sales opportunities, preparing client documentation, and coordinating product fulfillment. Support customer meetings with pre- and post-customer analysis and due diligence for both existing portfolios and new business. Partner with product teams such as Global Trade Solutions, Global Payments Solutions, and Global Markets to match customer needs. Maintain accurate customer information in Group systems and provide high-quality stakeholder and client service.
Location: São Paulo
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Attend client meetings as necessary with Relationship Managers.
  • •Prepare pre- and post-customer documentation and coordinate products/solutions aligned to customer needs.
  • •Triage product sales opportunities, coordinate product fulfillment, and complete due diligence for existing and new business opportunities.
  • •Collaborate with product partners (GTS, GPS, MSS) to match customer needs with relevant expertise.
  • •Ensure timely, accurate maintenance of customer information in Group systems and provide excellent customer service while resolving and escalating issues as needed.

Key Requirements

  • •Bachelor’s Degree in Finance, accounting, or related fields.
  • •Minimum of 2 years of experience in a similar position with international needs.
  • •Fluency in Portuguese and English; knowledge of German, French, or Spanish is preferred.
  • •Strong business acumen and analytical skills, including strong credit assessment skills for complex, structured facilities.
  • •CPA-20 Certification.
Experience:2+ yearsInternational bankingGlobal tradeGlobal payments
Education:Bachelor's in Finance, accounting
Skills:Interpersonal skillsRelationship buildingTime managementPlanning and organizationCommunication
Certifications:CPA-20 Certification
Languages:PortugueseEnglishGermanFrenchSpanish

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