Relationship Service Manager (Shanghai, SH, CN, 200001)

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Client servicing","Interpersonal skills","Prioritization","Analysis","Problem-solving"]

Support Relationship Managers in Corporate and Institutional Banking by managing credit-facility operational workflows, covenant checks, document follow-ups, and security renewals. Coordinate security control and loan drawdown processes with Client Management and Credit Ops, ensuring KYC completion and proper data reconciliation across systems and reports. Independently handle customer queries and support low/medium-risk periodic reviews, while partnering with internal teams to resolve outstanding items efficiently.

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FursaFursa
HSBC
HSBC
2 days ago

Relationship Service Manager (Shanghai, SH, CN, 200001)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Support Relationship Managers in Corporate and Institutional Banking by managing credit-facility operational workflows, covenant checks, document follow-ups, and security renewals. Coordinate security control and loan drawdown processes with Client Management and Credit Ops, ensuring KYC completion and proper data reconciliation across systems and reports. Independently handle customer queries and support low/medium-risk periodic reviews, while partnering with internal teams to resolve outstanding items efficiently.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Collect information from various sources to support Relationship Managers on facilities related to credit proposals and operational matters.
  • •Check covenant compliance and covenant fulfilment, and ensure acknowledged facility letters are returned before expiry with follow-up on outstanding items.
  • •Verify customer and facility documents and coordinate renewal of security documents.
  • •Facilitate the loan drawdown process with Client Management and Credit Ops, ensuring security requirements are completed before facility limits are loaded.
  • •Handle customer enquiries via email/telephone, coordinate KYC completion with CLM and relationship managers, and reconcile data in OMNIA and baseline in DCP report.

Key Requirements

  • •Solid understanding of banking operations and products/services, including trade, treasury, and payment/cash management activities.
  • •Relevant work experience supporting relationship managers or sales teams in a financial institution.
  • •Experience with credit application and credit monitoring (plus).
  • •Excellent client servicing skills, including at least 2 years in a client-facing role.
  • •Fluent verbal and written English, with strong analysis and problem-solving skills.
Skills:Client servicingInterpersonal skillsPrioritizationAnalysisProblem-solving
Languages:English
Tech Stack:OMNIADCP reportAI tools

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