Senior Commercial Real Estate Relationship Manager (Global Liquidity) - HSBC - United States, North America - EXPIRED

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Posted on: 02-21-2020 in United States, North America

This is an archive of an expired job.

Job Information:

Company: HSBC

North America-United States-California-Los Angeles

The Commercial Real Estate Group (“CRE”) at HSBC is a dedicated national platform of experienced commercial real estate professionals offering its clients of international and domestic, commercial and residential, real estate investors and developers a wide and comprehensive range of banking solutions.

This Relationship Manager position for Commercial Real Estate develops and brings new clients and global liquidity cash management (GLCM) revenue streams to HSBC whilst maintaining and enhancing existing revenue streams. The position requires identifying and coordinating a wide and comprehensive range of sales of innovative Liquidity and Cash Management solutions to both international and domestic investors whilst coordinating all aspects of KYC, onboarding and customer service.  The position will be recognized as the key liaison within CRE to manage internal relationships with main stakeholders and the person must possess an ability to display advanced knowledge of relevant products and services. They work on a team of other Relationship Managers and report to a Team Leader. 

• Build new and maintain close relationships, to actively assess new commercial deposit and cash management opportunities, proactively meeting regularly with customers/prospects
• Actively contribute to developing the pipeline ensuring it is accurate and current and converting opportunities to ensure growth of business
• Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment
• Be actively involved and maintain a large network in the professional Commercial Real Estate community
• Maintain close liaison with key sales and operational stakeholders, to coordinate the best possible experience and outcomes for clients, employees and the bank
• Monitor the client portfolio regularly to ensure that the return is commensurate with the risk profile of the client. Take timely and proactive corrective action to mitigate potential risks 
• Ensure the consistent application of Group policy and adherence to regulatory, financial, and legal standards to minimize business and reputational risks 

• Ensure a quality service for all customers, ensuring professionalism at all times, for all aspects of any customer, prospect or professional’s interaction with HSBC implementing a process for continuous improvement and first class client engagement
• Optimize the potential value of client relationships by delivering solutions, products and service appropriate to client needs by assisting customers in utilizing the knowledge and capability of the HSBC Group network and by working closely and professionally with other HSBC countries and product groups and positioning CMB Real Estate with executives and representatives of other HSBC Group offices
• Prepare detailed client plans, where applicable with product partners, annually for customers in the CRE segment recording objectives, plans and other relevant information
• Responsible for managing own deal flow, whilst ensuring operational integrity
• Proactive and frequent involvement in the external market place, acting as a senior ambassador for HSBC including negotiations with professionals, sponsors, clients and prospective clients and develop the bank’s profile in the industry
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

• Work in partnership with colleagues across the HSBC network to deliver quality service and appropriate solutions
• Work to ensure fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

• Support achievement of the HSBC vision, Values, goals and culture in personal behavior, actions and decision making
• Provide technical leadership and support technical excellence by searching out external best practice, monitoring technical and professional developments, sharing knowledge and encouraging others to do the same in the best interests of HSBC and its customers
• Encourage and enable constructive cross-country and cross-business teamwork by demonstrating collaboration and matrix management in action and challenging actions and behaviors that are not consistent with HSBC's diversity policy and/or the best interests of the business and its customers 
• Communicate a clear vision for commercial deposit and cash management that is aligned to the overall CMB vision, values and goals

• Coordinate the processes, infrastructure and resources needed to deliver agreed operating plans and targets, identifying and implementing improvements and collaborating with colleagues to maximize end to end servicing
• Communicate and adhere to HSBC policy and procedures in order to ensure good operational, financial and project management, policy and procedural compliance and early identification and effective resolution or escalation of issues that arise
• Contribute to the development, implementation and maintenance of customer management information, analysis and reporting framework that supports and informs timely and effective business management and decision making at all levels
• Contribute to the implementation and monitoring of the application of Real Estate and Group policies, governance frameworks, procedures, practices and standards to ensure quality, effective risk management and regulatory compliance 

• The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organization
• This will be achieved by consistently displaying the behaviors that form part of the HSBC Values and culture and adhering to HSBC risk policies and procedures, including notification and escalation of any concerns and taking required action in relation to points raised by audit and/or external regulators
• The jobholder is responsible for managing and mitigating operational risks in their day to day operations. In executing these responsibilities, the Group has adopted risk management and internal control structure referred to as the ‘Three Lines of Defense’. The jobholder should ensure they understand their position within the Three Lines of Defense, and act accordingly in line with operational risk policy, escalating in a timely manner where they are unsure of actions required
• Through the implementation the Global AML, Sanctions and ABC Policies, supporting Guidance, and Line of Business Procedures the jobholder will make informed decisions in accordance with the core principles of HSBC's Financial Crime Risk Appetite 

Qualifications

 

• Minimum 8 years banking experience with of managing clients in the Commercial Real Estate and Global Liquidity Cash Management industry
• Wide personal connections and contacts in the market both international and domestic.
• Strong understanding of the Commercial Real Estate (CRE) business and GLCM products & services
• Relationship Management experience at multiple levels plus a proven sales record
• Excellent interpersonal skills and ability to interact and build relationships with internal and external strategic 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 and selling skills 

EEO/AA/Minorities/Women/Disability/Veterans

 

If you would like to notify the Diversity Recruitment team of your application or if you are simply interested in learning about opportunities at HSBC, please email [email protected]