Jake M.

SVP, Global Relationship Manager

Role
SVP, Corporate Banking Manager at HSBC
Location
New York, NY, US
LinkedIn followers
500 followers

About Jake M.

Dedicated, driven, and execution-focused financial services professional with seven years of global experience in commercial banking coverage, primarily focused on relationship management of multinational corporate customers- Skilled in leading a client management team to analyze customer needs and develop and expand relationships- Adept at maximizing long term revenue opportunities as a trusted advisor and advocate- Possess in-depth technical credit and bank product knowledge with strong commercial and market acumen- Excellent interpersonal and communication skills and comfort in working with C-Suite senior management to build sustainable and mutually beneficial relationships.

Experience

  1. SVP, Corporate Banking Manager

    HSBC

    Nov 2014 — Present · New York, NY, US

    Manage corporate banking portfolio covering complex portfolio of 40+ clients originating from all geographies and encompassing wide range of industry sectors- Act as principal in structuring and leading the credit process from end-to-end including originating the transaction, arranging financing, supervising and presenting the credit and deal approval, and managing the documentation and closing process- Partner with colleagues across the bank to institute cross-function collaborative wins and broaden the relationship dynamic for specific and targeted clients- Ensure team’s vigilance as the first line of defense and exercise a robust approach to risk management, not only within KYC and FCC/ AML parameters, but also recognizing operational, fraud, market based risk guidelines that require monitoring and preventative actions- Deliver clear and coherent guidance to clients and instruction to internal stakeholders displaying strong regulatory and economic awareness- Develop and train junior staff. Instruct on credit and broader banking skills, mentor graduates and interns, and build practice through talent acquisition and recruitment initiatives- Participate in the HSBC Accelerated Development Program.

Education

  • University of East Anglia

    Bachelor of Laws (LLB), Law

    2006 — 2009

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