HSBC

1 day ago

Relationship Analyst - Global Banking

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Support priority clients in Global Banking by driving client strategic reviews, partnering with relationship managers to create pitch materials, and analyzing portfolio performance against plan. Help execute deals by assessing client needs, using internal profitability tools, and coordinating with credit, risk, onboarding, legal, treasury, and internal teams. Build client insights for senior management and negotiate key client documents while ensuring compliance with relevant internal and external rules.

Location: Bengaluru

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Conduct client strategic reviews for priority clients, including follow-ups aligned to client plans.
•Partner with relationship managers to develop pitch decks, one-pagers, and tailored sector content for client meetings.
•Support deal execution by understanding client needs, running internal deal profitability tools, and coordinating with internal teams (credit, risk, onboarding).
•Prepare portfolio analyses focused on returns against plan with breakdowns by products, regions, and sectors for senior management.
•Negotiate client documents such as NDAs, ISDAs, and GMRAs, coordinating with legal, treasury, and risk while maintaining compliance.

Key Requirements

•Have an exceptional MBA and/or CA with Big 4 (EY, PwC, Deloitte, KPMG) experience.
•Establish rapport with team members and product partners to collaborate effectively.
•Strong quantitative and analytical skills to support client and deal work.
•Highly proficient in Excel, PowerPoint, and Word, with good multitasking and attention to detail.
•Demonstrate working knowledge of data concepts (data quality, basic statistics/visualization, AI concepts) and ensure compliance with relevant rules and procedures.

Experience:BankingFinancial servicesBig 4

Education:Master's

Skills:Rapport buildingQuantitative analysisInterpersonal skillsMultitaskingAttention to detail

Certifications:CAMBA

Tech Stack:ExcelPowerPointWordAI concepts

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: 3.6

Website LinkedIn

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HSBC

1 day ago

Relationship Analyst - Global Banking

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Bengaluru

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Conduct client strategic reviews for priority clients, including follow-ups aligned to client plans.
•Partner with relationship managers to develop pitch decks, one-pagers, and tailored sector content for client meetings.
•Support deal execution by understanding client needs, running internal deal profitability tools, and coordinating with internal teams (credit, risk, onboarding).
•Prepare portfolio analyses focused on returns against plan with breakdowns by products, regions, and sectors for senior management.
•Negotiate client documents such as NDAs, ISDAs, and GMRAs, coordinating with legal, treasury, and risk while maintaining compliance.

Key Requirements

•Have an exceptional MBA and/or CA with Big 4 (EY, PwC, Deloitte, KPMG) experience.
•Establish rapport with team members and product partners to collaborate effectively.
•Strong quantitative and analytical skills to support client and deal work.
•Highly proficient in Excel, PowerPoint, and Word, with good multitasking and attention to detail.
•Demonstrate working knowledge of data concepts (data quality, basic statistics/visualization, AI concepts) and ensure compliance with relevant rules and procedures.

Experience:BankingFinancial servicesBig 4

Education:Master's

Skills:Rapport buildingQuantitative analysisInterpersonal skillsMultitaskingAttention to detail

Certifications:CAMBA

Tech Stack:ExcelPowerPointWordAI concepts

Company Brief

HSBC

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: 3.6

Website LinkedIn