Prime Brokerage Client Transition Manager

HSBC-posted about 1 year ago
$125,000 - $150,000/Yr
Full-time • Senior
New York, NY
Credit Intermediation and Related Activities
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As a Prime Brokerage - Client Transition Manager at HSBC, you will oversee the onboarding process for hedge fund and institutional clients, ensuring their commercial, trading, technical, and operational requirements are met. This role involves collaboration with various internal teams and maintaining relationships with high-level external clients. You will be responsible for managing multiple onboarding cases, providing updates, and contributing to the growth of the Prime Brokerage client base by delivering excellent client experiences and cross-selling products.

  • Manage the end-to-end onboarding of hedge fund and institutional clients.
  • Engage with clients to gather their commercial, trading, technical, and operational requirements.
  • Work with multiple HSBC teams including Legal, IT, Operations, Trading, Margin, Risk, and Global Markets execution teams to onboard clients efficiently.
  • Build and maintain relationships with external clients at all levels, including CEOs, CIOs, and other executives.
  • Provide regular updates and manage client expectations throughout the onboarding process.
  • Contribute to the profitability and growth of the Prime Brokerage client base by delivering an excellent client experience.
  • Deliver enhancements to HSBC's product and platform to meet client requirements and generate revenue.
  • Act as a trusted advisor to clients, utilizing industry knowledge to provide added value service.
  • Ensure adherence to local regulatory policies and escalate any unusual or unacceptable activities.
  • Promote HSBC and the Platforms business to win new business and maintain reputation.
  • Current Prime Brokerage experience, preferably within a front office Client Transition role.
  • Understanding of the hedge fund landscape.
  • Excellent communication skills and ability to work independently to deadlines.
  • Highly organized with a detail-oriented, process-driven approach.
  • Ability to coordinate and manage multiple projects simultaneously.
  • Licenses 7, 63 & SIE are required.
  • Experience in a front office certified role.
  • Knowledge of Cash Equity and Synthetic Prime Brokerage.
  • Ability to deliver fair outcomes for customers and maintain orderly financial markets.
  • Competitive pay range between $125,000 and $150,000.
  • Access to tailored professional development opportunities.
  • Robust Wellness Hub.
  • Generous matching gift program.
  • Industry-leading volunteerism policy.
  • Comprehensive program of immersive Sustainability and Climate Change Initiatives.
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