Relationship Director - Leveraged Finance

Job ID: 0000K05B

Location: Birmingham, United Kingdom | Leeds, United Kingdom

Area of interest: Commercial Banking

Job type: Permanent - Full Time

Work style: Hybrid Working

Opening date: 19-Apr-2024

Closing date: 04-May-2024

Job description

HSBC UK Leveraged Finance is a national business consisting of c.106 colleagues, across 12 offices covering c.350+ clients and a diverse range of Private Equity (“PE”) relationships. The business is market leader consisting of four key areas of expertise: Origination, Execution, Financial Sponsor Coverage & Client Coverage. The customer base is varied and can range in size from a turnover of typically £100m to more than £2bn. The team is sector agnostic, but most customers are categorised by their Private Equity (PE) ownership. Lending money to support PE firms with Leveraged Buyouts is often complex in nature and therefore subject to sophisticated financial modelling, structuring and downside sensitivities.

A role in LFC is an exciting opportunity to build your skills within a fast-paced environment where customers are constantly presented with challenge and opportunity in equal measure. Others who have joined LFC have gone on to opportunities within other segments of HSBC both domestically and internationally. No one day is the same in LFC and in this role, you will be presented with opportunities to truly challenge yourself and test your abilities, be that through your ability to support clients and colleagues whilst working collaboratively with the wider HSBC teams.

To meet our client's complex needs, our regular interaction focusses not only on building and strengthening the client relationship, but also on the strategic direction of their business and how LFC can support them in achieving their planned objectives and aspirations.

HSBC UK Leveraged Finance is currently seeking an individual to join them in the Leveraged Finance Coverage team (LFC) as a Relationship Director.

Role Purpose

The Relationship Director role holder will be responsible for a portfolio of dynamic fast-growing companies under PE ownership who look to their Relationship Director & wider relationship team to support them with their complex business needs through tailor made solutions, whilst ensuring we are treating our customers fairly.

You will be responsible for:

• Leading and driving the overall client relationship.

• Conducting credit reviews including credit analysis and the structuring of facilities, ensuring focus is given to credit risk management.

• Tracking the financial performance of the client and ensuring they continue to be able to comply with the terms of the banking facilities provided.

• Supporting key product partners i.e., Global Payment Solutions (GPS), Global Trade & Receivables Finance (GTRF), Private Bank (PB), Global Markets (GM) and the Investment Bank to ensure the needs of our existing customers are met.

• Keeping up to date with developments within specific industries and the economy, using current market intelligence to support robust and interactive client conversations.

• Leading client meetings and supporting the development of and strengthening of mutually beneficial customer relationships.

• Acting as a key member of the wider deal team to ensure transactions are concluded, often within challenging time frames, whilst maintaining compliance with bank procedures.

• Playing an active role in representing Leveraged Finance in the marketplace including attending external events.

Requirements

To be successful in this role you should meet the following requirements:

• The ability to influence others and build positive working relationships with customers, business introducers and colleagues is essential.

• Ability to gather, analyse and interpret comprehensive information.

• Strong credit assessment skills, particularly in relation to more complex and structured facilities with an international dimension is essential.

• Excellent verbal and written communication skills; able to adapt style and approach is essential.

• Ability to prioritise and manage business tasks - Organised but able to manage the unexpected, escalating where appropriate.

• Able to support others, enabling them to achieve by providing guidance, motivation and support.

• Experience in managing and delivering commercial relationships, some with international requirements with a track record of effectively identifying and meeting customer needs.

• A high level of business acumen and commercial awareness, including of economic, cultural, procedural, and regulatory issues.

• Have experience of either Leveraged Finance at Relationship Director level or Senior Associate level and looking to take on your first portfolio of clients or be a more experienced Relationship Director looking to get into Leveraged Finance.

• Experience of Private Equity Market would be advantageous.

This role is a hybrid position that can be based in Birmingham or Leeds. Travel is expected to visit clients within your home region, so a full, valid driving licence is essential.

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. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

If you'd like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500