Manager, Client Development

HSBC•New York, NY

79d

About The Position

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we 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. As a Manager within the Client Development pillar, reporting to the Senior Manager, you will be a key analytical contributor, providing essential support to the Senior Manager, Director, and Global Head of Client & Banking Analytics. Your primary focus will be to execute data-driven analyses, develop insights, and prepare reports that support the strategic development and evolution of Omnia and CME. This role involves hands-on application of data, technology, and analytical skills to enhance client engagement, optimize frontline activity, and contribute directly to the strategic roadmap of Corporate and Institutional Banking (CIB)'s internal platforms. You will work closely with coverage bankers and product sales teams, translating complex data into actionable insights that drive business development and improve performance reporting.

Requirements

Advanced proficiency in Microsoft Excel (e.g., pivot tables, advanced formulas, data modeling) and PowerPoint (for executive-level presentations)
Proficiency in SQL for data querying and extraction
Experience with data visualization tools (e.g., Tableau, Power BI) to develop impactful dashboards and reports
Familiarity with CIB-specific platforms like Omnia and CME, or similar CRM and business intelligence systems
Solid understanding of Corporate, Investment, or Transaction Banking products, client segments, and experience with business reporting or performance analysis
Solid experience in business analysis, data analytics, client insights, or a similar analytical role, preferably within Corporate, Institutional, Investment, or Transaction Banking
Solid understanding of financial concepts, including credit risk, revenue drivers, capital allocation, and return metrics (e.g., RWA, RoRWA, RoTE)

Nice To Haves

Prior frontline relationship management or trading desk experience is preferred but not required

Responsibilities

Conduct in-depth analysis to support client segmentation, prioritization models, and strategic account planning frameworks. Develop and deliver client-centric insights and tools that optimize CIB frontline performance and decision-making
Focus on 'conduct analysis' and 'develop and deliver' specific insights, supporting the Senior Manager's 'lead and execute initiatives.'
Generate, maintain, and deliver regular, robust business performance reports and dashboards, analyzing key client metrics, commercial outcomes, and trends
Utilize and leverage CIB-specific platforms (Omnia, CME) and other internal/external data sources to conduct bespoke, ad-hoc analysis and special projects. Contribute to platform enhancements by identifying data needs and reporting improvement
Prepare clear, concise, and impactful presentations and analytical summaries for the Senior Manager, Director, CIB leadership, and the Global Head of Client & Banking Analytics. Actively engage with coverage bankers and product sales teams to understand their analytical needs
Support the development and dissemination of valuable insights and knowledge products that accelerate business development efforts
Actively contribute to a culture of collaboration across CIB, strengthening partnerships through effective analytical support

Benefits

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment.
You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.
We value difference.
We succeed together.
We take responsibility.
We get it done.
And we want you to help us build the bank of the future!

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