Relationship Manager Jobs

Assistant Premier Relationship Manager

Assistant Premier Relationship Manager role within HSBC International Wealth and...

Location

China , Guangzhou

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

Bachelor's degree or equivalent experience
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCN

Job Responsibility

Support the achievement of Country AOP
Achieve agreed Key Performance Indicator objectives by development of existing and new relationships
Build effective relationships with clients to retain and develop sustainable relationships
Complete regular reviews with clients to understand their current and long term needs and advice them on products and services
Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
Build a high personal and corporate profile in the community
Monitor and act on daily sales activity management information
Establish and agree client contact strategies in line with Group operating models
Maintain highest standard of excellence in client service across the team
Work with broader branch teams to ensure achievement of business performance measures

Fulltime

New

Supplier Relationship Manager

This privately funded organisation is looking to recruit a charismatic Procureme...

Location

United Kingdom , London or Glasgow

Salary:

40000.00 - 50000.00 GBP / Year

Bramwith Consulting

Expiration Date

Until further notice

Requirements

Proven track record of successfully managing key supplier relationships
CV that demonstrates your ability to successfully oversee large multi-faceted contracts, achieve financial benefit delivery, effective contract management and SRM innovation
Strong financial acumen
CIPS Diploma or equivalent education is desirable but not essential

Job Responsibility

Develop and implement supplier relationship management strategy, policy and procedures, system, working with stakeholders across all business units
Lead and develop the SRM governance, process, and tools to ensure a standardised and consistent approach to supplier management via the procurement business model
Develop and implement procedure including supplier registration, performance evaluation, supplier audit and system to manage suppliers and contractors.
Support the overall delivery of the procurement function via management of Tools, Processes and Documentation.
Build and maintain strong cross functional relationships with key stakeholders at all levels of the organisation
Provide training and guidance to all business units to ensure, managing suppliers effectively and efficiently, consistency of practice across all services, reducing non-compliance and mitigating organisational risks

Fulltime

Digital Relationship Manager

The Digital Relationship Manager is a strategic professional who stays abreast o...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in Commercial / Relationship Banking as Relationship Manager, with international customers
Excellent interpersonal, communication and influencing skills
Excellent knowledge of the Digital, Technology & Communications market, companies, ecosystem, competition, local regulations
Sound knowledge of banking, treasury / lending / FX (Markets) / trade products and processes, as well as a solid track record of providing effective and thought out banking and financial advice and solutions to clients
Demonstrate expert level credit skills, capable of structuring all credit deals and guiding staff through the credit deal approval process
Entrepreneurial mindset and excellent selling skills
Team player with the ability to collaborate with the local, regional and global teams, as well as requesting support from the appropriate team members as required
Ability to engage appropriately at all levels in the organization and build relationships with a variety of business and external (Venture capital firms, debt advisory, corporate finance, legal, audit, industry associations and other key industry influencers) sources
Relevant bachelor’s degree with preference for Master’s from a university or business school
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities

Job Responsibility

Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
Acquire new, multi-product, Digital, Technology & Communications customers headquartered in Ireland, for the Bank, and manage those relationships end to end
Introduces solutions to clients in building and strengthening an effective portfolio
Collaborate and work closely with various product teams (treasury solution sales, trade finance, markets, corporate finance, capital markets, investment banking), Risk teams, as well as the broader CCB global network
Identifies cross-sell opportunities to deepen and increase share of wallet
Monitoring and supporting the products’ implementation process
Managing customers and transactions in the CRM platform
Maximizes client experience by proactively sharing markets updates, trends and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and local ecosystem)

What we offer

Global benefits designed to support your well-being, growth and work-life balance

Fulltime

Commercial Subsidiaries Group Relationship Manager

Citibank, N.A. seeks a Commercial Subsidiaries Group Relationship Manager for it...

Location

United States , New York

Salary:

179088.00 USD / Year

Citi

Expiration Date

December 12, 2025

Requirements

Requires a Bachelor’s degree, or foreign equivalent, in Business Administration, Finance, or related field and 6 years of progressive, post-baccalaureate experience as a Corporate Regional Relationship Manager, Relationship Banker, or related position involving marketing and implementation of global banking solutions for LATAM companies and subsidiaries of EMEA, NAM and APAC based multinational institutional and commercial clients
6 years of experience must include: Credit finance products, investment banking products, industry Credit Policies and Credit Parameters
Advanced level of Early Warning Detection skills
Banking products such as Foreign Exchange solutions for currencies trading and hedging solutions to cover Interest Rate, FX and Commodities risks
Track record of international treasury and cash management solutions
LATAM and EMEA local policies and procedures including cross-border business operations, credit and business practices, financing instruments and KYC regulation
Debt Rating Models and Returns on Risk Capital Models
Customer relationship management tools including Salesforce
Relationship management with institutional clients, within the commercial and corporate bank for subsidiaries of multinational companies
Up to 40% international and domestic travel required.

Job Responsibility

Partner with product specialists to provide a full array of corporate banking solutions to serve the financial needs of multi-national clients
Understand the unique needs of each client and effectively deliver with innovative solutions covering a wide range of financial service areas, from cash management, foreign exchange, trade finance, custody and clearing, to loans, capital markets, derivatives, and structured products
Partner with investment bankers to deliver solutions that can provide investment banking capabilities to global clients
Drive Citi's global network initiatives to enhance access of the bank’s subsidiaries within the Citi network focusing in LATAM and EMEA to the global services and solutions
Use knowledge of local industries and markets to deliver steady stream of innovative financial solutions tailored to the specific local needs and subsidiaries of LATAM and EMEA
Call on clients to deepen relationships and proactively own, respond to, uncover, and anticipate future needs, roadblocks, risks and expectations
Introduce solutions to clients in building and strengthening an effective portfolio
Work with product specialists and subject matter experts to structure customized solutions
Work closely with Case Managers on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
Identify cross-sell opportunities to deepen and increase share of wallet

What we offer

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays

Fulltime

Premier Relationship Manager

The role is a customer facing role managing our highest value customers where pr...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

Recognized tertiary Diploma / Degree qualification
Minimum of five (5) years proven and progressive financial services and / or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understand of business banking client segment and products and services
Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA) and Investor Protection Professional Certification (IPPC)

Job Responsibility

Acquire, cross sell and retain a portfolio of Premier customers
Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements
Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers
Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs
To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner
To understand and deliver the standards of service quality required maintaining published Service Level Agreements
Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group
Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service
The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal
The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the WPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organisation as applied to the implementation of the WPB strategy in their country

What we offer

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Fulltime