Associate, Institutional Portfolio Group (IPG)
About The Position
The Institutional Portfolio Group (IPG) is a client sector within the Institutional Client Group responsible for managing all aspects of the Group's relationships with developing or foreign-headquartered institutional clients. The IPG Associate will support coverage bankers in managing and growing relationships across a portfolio of Banks and Public Sector clients, with a particular focus on non-US/international clients and public sector institutions in the Americas/Latin America. This role combines relationship management, business development support, transaction execution, and strong ownership of credit and financial crime risk obligations. The Associate will coordinate the delivery of HSBC’s global product platform, support high-quality client engagement, and ensure the portfolio is managed in line with HSBC’s internal standards and external regulatory expectations.
Requirements
- Proficient Spanish language skills
- Analyst/Associate-level experience in banking/financial services, ideally with exposure to Financial Institutions (including Correspondent Banking) and/or Public Sector clients across jurisdictions
- Strong collaboration skills and ability to lead by influence across countries, teams, and senior stakeholders
- Good understanding of financial markets and banking products (e.g., cash management, custody, trade, lending, capital markets, asset finance)
- Strong risk mindset, including familiarity with credit fundamentals and financial crime / AML / KYC expectations (Correspondent Banking risk experience preferred)
- Excellent communication and organisational skills; proficiency in Microsoft Office; willingness to learn quickly and take ownership
- Commitment to acting with integrity and upholding HSBC’s values and business principles
- FINRA Series 7, 63, and 79 licenses are required. A contingency period to obtain licensing can be provided at manager’s discretion
Responsibilities
- Support Relationship Managers/Global Relationship Managers in day-to-day coverage for a portfolio of Banks (including Correspondent Banks) and Public Sector clients (e.g., sovereigns, central banks, multilateral development banks, local development banks, state-owned entities)
- Coordinate across HSBC’s network to deliver products and services to clients, identifying opportunities and supporting the conversion of ideas into executed outcomes
- Plan and deliver high-profile client meetings, materials, and events that support business development and HSBC’s strategy
- Support revenue generation against targets, product alignment, customer satisfaction, and disciplined cost management
- Maintain effective working relationships with key client contacts and internal stakeholders across regions and product teams
- Support origination and execution across a broad spectrum of HSBC capabilities and products
- Partner with product and risk stakeholders to ensure transactions appropriately balance risk and return, meet internal governance requirements, and protect HSBC from material loss
- Draft and present (as required) credit requests and supporting documentation to senior credit officers and relevant internal committees, demonstrating strong written communication and sound judgement
- Act as a First Line of Defense owner for managing financial crime and relationship risk across the portfolio
- Ensure assigned relationships comply with AML (Anti Money Laundering) / KYC (Know Your Customer) / Compliance requirements and HSBC control standards
- Maintain HSBC internal control standards, including timely remediation of audit findings and addressing issues raised by internal governance and external regulators
- Support presentations/escalations and participate in governance forums as needed
Benefits
- tailored professional development opportunities
- competitive pay and benefits package
- robust Wellness Hub
- welcoming and inclusive work environment
- industry-leading volunteerism policy
- generous matching gift program
- comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
