RM Support Associate

Principal Accountabilities: 

• Provide support for relationship managers to ensure client planning, relationship returns, risk assets, management information etc for designated relationships are optimized and effective.
• Ensure credit applications are timely raised for submission.
• Continuous monitoring of security document completion and follow up with customer within the “90 day principle”.
• Achieve customer satisfaction (minimizing customer complaints) by ensuring service level agreement is achieved.  
• Work with various business partners to ensure appropriate products are offered to customers.
• Assist relationship managers to achieve time-to-cash targets on new money faciliites and renewal of securities before expiry.
• Backup other colleagues during leave.
• Particpate in regular and ad hoc departmental calls/meetings.
• Ensure daily physical documents received from customers and branches are timely delivered to DBS or other stakeholders for processing..
• Work with relationahip managers to ensure credit approval conditions are fulfilled.
• Timely response to customer queries.
• Timely raise credit applications/financial spreading/security documentations to customers and proactively monitor outstanding items’ status.
• Ensure no breach of functional instruction manual/credit procedural manual/business instruction manual on daily operational and credit related processes.

Knowledge & Experience / Qualifications:

• Bachelor degree in a relevant area
• Strong interpersonal skills and commercial acumen as well as good relationship building skills  
• Results driven with sound knowledge of Commercial Banking products
• Customer focused and have strong interpersonal and problem solving skills 
• Good understanding of general banking products and services as well as having sound knowledge in using bank operating systems like Customer Relationship Management System 
• Good understanding on credit assessment and operations, approval process and security documentations is preferred, but not essential 
• Fluent in spoken and written English with knowledge in Putonghua is an advantage 
• Proficient in using Microsoft Word, Excel and PowerPoint

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.