16 days old

Senior Associate Relationship Manager

San Francisco, CA 94102
  • Job Code

At HSBC, the health and well-being of our employees remains of utmost importance.  Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our San Francsico, California office.

Associate/Senior Associate Relationship Manager

HSBC’s San Francisco Commercial Banking (CMB) office is looking to add an energetic, quantitative minded, driven individual to join our team of dynamic Relationship Managers, Credit Managers and Product Partners to support our internationally minded clients. San Francisco is a global hub for various sectors, with a particularly high concentration of Technology clients.  The new Associate Relationship Manager (ARM) will be a crucial part member of our team, helping to meet the unique needs of high growth tech clients as well as other sectors.  The position will be located in the San Francisco office and reports to the Regional Team Leader. 

The ARM is expected to assist the Global Relationship Managers in retaining and growing CMB customer relationships, adhering to the Group values, business strategy, operational policies, regulatory requirements and risk management practices. The ARM will also take responsibility for dealing with all aspects of New To Bank credit applications and global onboarding, internal and external relationship reviews, working on ad hoc projects including (but not limited to): sales pitches, BDM/product co-ordination, prospect research and calling, sector analysis, client portfolio reporting and others as required.

The ARM is also expected to be an integral part of the corporate banking team enabling the team to deliver holistic banking services, improve client engagement, maximize operational efficiency and allow for the maximum amount of client engagement. The ARM will be expected to prepare concise call reports, research and analyze client, industry and competitor financial and macro-economic data, conduct supplier / buyer analysis and be an active participant in client due-diligence calls. In addition, the role holder will be expected to represent the bank at client meetings, introduce product partners, coordinate the application process, and work closely with internal stakeholders on credit or product onboarding process, systems updating KYC and documentation.

About Us

Our purpose – Opening up a world of opportunity – explains why we exist. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.


Please apply if you have:

  • Knowledge of international business and various industry sectors.
  • Experience in a client focused environment with a demonstrated understanding of commercial lending and credit risk assessment
  • Experience of working within in a global environment and with international clients.
  • Experience with comprehensive company and market research along with tools and systems used in this analysis (i.e. CapIQ, Pitchbook, RelPro, D&B, LinkedIn)
  • Broad knowledge of Corporate Banking and Markets structures, products and services
  • Interest in the changing economic, social and governmental environments in countries around the world.
  • Knowledge of CRM systems, transaction structuring/profitability analysis 


Posted: 2022-06-15 Expires: 2022-07-15

HSBC offers the opportunity to develop a fulfilling career within a supportive and inclusive environment. We aim to be a place where everyone can achieve their full potential, regardless of their background.

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Senior Associate Relationship Manager

San Francisco, CA 94102

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