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Relationship Manager Associate at the Corporate and Institutional Banking

HSBCRamat Gan, Tel Aviv District, IsraelNot specifiedFull-timeSeniority: Mid-level

Posted 20 days ago · 0 applicants

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The role in plain words

In this role, you will support Relationship Bankers in managing and growing a portfolio of corporate and institutional clients. Day-to-day tasks include preparing client proposals and pitches, executing financial transactions, and performing detailed credit and financial analysis. You will also manage pipeline data and ensure compliance with risk and financial crime controls.

Must-have
  • Strong quantitative and qualitative analytical skills, including the ability to produce high-quality credit and sector analysis
  • Solid financial analysis capability and understanding of risk management, credit fundamentals, and mitigants
  • Ability to create compelling client materials (e.g., pitch books, presentations) with strong attention to detail
  • Strong stakeholder management skills and a collaborative mindset to work effectively across relationship, product, and country teams
  • Confident communication, negotiation, and presentation skills with a professional client-facing style
Nice-to-have

    Extracted from the job description · kept up to date automatically

    Who this suits

    This role suits professionals with strong quantitative and qualitative analytical skills, solid financial analysis capabilities, and fluency in both English and Hebrew. It is less ideal for those who prefer working independently, as it requires close collaboration across relationship, product, and country teams.

    Full job description

    Original listing · kept for reference

    The opportunity: Relationship Manager Associate at the Corporate and Institutional Banking

    Being part of HSBC in Israel, you’ll help evolve and grow our business.

    If you answered yes to any of these questions, we want to hear from you!

    What You Will Do

    Support Relationship Bankers on a defined client portfolio by helping originate opportunities, execute transactions smoothly, deepen client engagement, and strengthen portfolio returns—while maintaining strong risk discipline, credit analysis, and financial crime controls.

    In This Role You Will

    • Support Relationship Bankers in managing and growing a portfolio of clients, coordinating activity across Banking and relevant product/country teams.

    • Originate opportunities by identifying marketing ideas, analysing client needs, and preparing proposals, presentations, and pitches for products and services.

    • Execute deals by working with clients and internal product partners to progress transactions efficiently, accurately, and within agreed timelines.

    • Build client engagement by developing contacts, maintaining client plans, and ensuring a coordinated service approach with client service teams.

    • Perform financial and credit analysis by reviewing client financials, industry/sector dynamics, and assessing credit strengths/weaknesses and mitigants.

    • Manage portfolio and pipeline discipline by maintaining accurate CRM data, monitoring income generation and returns, and identifying opportunities to optimise Risk Weighted Assets and enhance relationship profitability—while escalating risks and issues promptly (including financial crime risk).

    You Should Apply If You Have

    • Strong quantitative and qualitative analytical skills, including the ability to produce high-quality credit and sector analysis.

    • Solid financial analysis capability and understanding of risk management, credit fundamentals, and mitigants.

    • Ability to create compelling client materials (e.g., pitch books, presentations) with strong attention to detail.

    • Strong stakeholder management skills and a collaborative mindset to work effectively across relationship, product, and country teams.

    • Confident communication, negotiation, and presentation skills with a professional client-facing style.

    • Strong organisation and ownership: able to manage pipeline/deals in CRM, track MI, and maintain high standards of control and compliance

    • Fluent business English and Hebrew

    • Are living in Israel

    Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

    What You’ll Get In Return

    Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

    • We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University

    • You can work your way and will have a say in when, where and how you and your team flexibly work together

    • You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices

    • You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

    Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

    If you have a need that requires accommodations or changes during the recruitment process, please let us know.

    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.

    For further information on building your career at HSBC, please visit: www.hsbc.com/careers

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    Questions about this role

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