Associate (BM, BM, HM 11)

HSBC
Bermuda
Workplace: OnsiteFull timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Stakeholder management","Business acumen","Commercial awareness","Relationship building"]

Manage a portfolio of customers with accountability for sales, service, risk, and operational delivery. Grow the business sustainably by identifying expansion opportunities and deepening relationships through needs-based solutions. Lead proactive credit risk assessments and customer due diligence, manage financial crime risk across the client lifecycle, and ensure adherence to operational risk standards while escalating issues appropriately. Build strong client and industry knowledge to enrich conversations and drive fair outcomes.

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FursaFursa
HSBC
HSBC
2 days ago

Associate (BM, BM, HM 11)

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Last checked: 3 hours agoStatus: Live

Job Summary

Manage a portfolio of customers with accountability for sales, service, risk, and operational delivery. Grow the business sustainably by identifying expansion opportunities and deepening relationships through needs-based solutions. Lead proactive credit risk assessments and customer due diligence, manage financial crime risk across the client lifecycle, and ensure adherence to operational risk standards while escalating issues appropriately. Build strong client and industry knowledge to enrich conversations and drive fair outcomes.
Location: Bermuda
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide relationship management for a portfolio of customers with accountability for sales, service, risk, and operational delivery.
  • •Drive revenue growth by understanding customer needs and applying a needs-based approach.
  • •Identify opportunities to expand the portfolio and broaden client relationships using HSBC’s network.
  • •Conduct proactive credit risk assessments and customer due diligence reviews to deepen client understanding.
  • •Manage financial crime risk throughout the client lifecycle and ensure adherence to operational risk standards, escalating breaches as required.

Key Requirements

  • •Bachelor’s Degree in Finance, Accounting or a related field.
  • •Minimum 3 years of experience managing Corporate & Institutional relationships with a focus on clients’ international needs.
  • •Ability to identify and meet customer needs by matching a broad range of products and services.
  • •Knowledge of Trade, Global Payments, Global Markets, Global Asset Management and Wealth & Personal Banking products.
  • •Strong credit assessment skills, especially with complex and structured facilities (including syndicate participation).
Experience:3+ yearsCorporate bankingInstitutional bankingInternational clients
Education:Bachelor's in Finance, Accounting
Skills:Interpersonal skillsStakeholder managementBusiness acumenCommercial awarenessRelationship building

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