GNB Relationship Associate

• Assist Relationship Managers (RMs) in building relationships by recommending products and services and preparing them for client meetings
• Triage product sales opportunities, coordinate the product fulfilment, and complete due diligence for existing client portfolios and new business opportunities
• Attend client meetings as necessary with Relationship Manager
• Prepare all relevant pre and post customer documentation, collation/analysis of financial/non-financial information and coordination of products/solutions which suit customer needs
• Collaborate with product partners to identify and match customer needs with relevant expertise
• Provide full operational support to the team, anticipating workload and supporting with appropriate materials
• Ensure timely and accurate maintenance of customer information in Group systems
• Perform ad-hoc duties as required by the team or business
• Provide excellent customer service at all times
• Focus on the end user, whether internal or external HSBC customers
• Own and resolve issues with stakeholders or customers, escalating where appropriate

• Bachelor´s Degree in Finance, accounting or related fields
• Minimum of 2 years of experience in a similar position with international needs
• Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
• Fluent in Portuguese and English, knowledge of other languages (German, French, Spanish) is a strong preference
• Ability to interact with business customers at all levels
• Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
• Excellent time management, planning and organization skills
• Excellent range of communication skills, including written, verbal and the ability to deliver compelling presentations
• Strong analytical skills
• Strong credit assessment skills, particularly with regard to more complex and structured facilities with an international dimension
• CPA-20 Certification

Knowledge of other languages (German, French, Spanish)