Vice President, Liquidity Business Sales

HSBC•Beverly Hills, CA

40d

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. HSBC Asset Management (AM) is the investment management arm of HSBC Group, one of the world's leading financial institutions with a strong heritage serving financial markets for 150+ years. Within our investment management business, our Americas Liquidity business, focused on Money Market and Short Duration Fixed Income products, has served an important client segment within the broader asset management group. Our Global Liquidity business currently enjoys the distinction of being one of a few dedicated sales specialist capabilities within the AM business. AM Client Business plays a vital role in servicing our growing business across Institutional and Wholesale clients, striving towards achieving client centricity across all stages of a client life cycle. The Vice President, Liquidity Business Sales is an integral part of the overall sales support coverage model for the Liquidity business channel, serving the liquidity clients and the liquidity sales teams. This is a critical client-facing role, established to ensure we are delivering the highest levels of service to our liquidity investors to maximize our strategic ambitions for asset growth and retention. Based in the Los Angeles, the role involves direct engagement with external clients and internal stakeholders, including HSBC AM's Liquidity Sales teams, Fund Administrators, Finance and Reporting, and other internal functions to ensure clients are serviced to the highest standards throughout the client lifecycle, from prospect engagement through onboarding and ongoing client relationship management. The role shall require a client centric approach to business interactions as well as strong knowledge of HSBC AM's liquidity solutions and processes.

Requirements

Analytical & critical reasoning skills - proven interpretation and pre-emptive evaluation of information
Attention to detail and quality along with ability to ensure that information is captured in a timely manner
Ability to distil complex and varied data into information; good process analysis and problem solving skills
Direct client management/relationship management experience
Excellent written, verbal & presentation communication skills
Client centric approach to task management
Stakeholder management is a critical attribute, the ability to work as a team player is must
Proactive, positive attitude, and ability to multi-task and work under pressure to meet time-sensitive deadlines
Flexible and ability to prioritize workload for self and team
Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships
Direct experience in the Asset Management and Capital Markets industry
Knowledge of financial markets, macro-economic environment, theory, trends, tools, and strategies
Knowledge and awareness of liquidity funds and separately managed mandates, investment products, markets, and business
Experience in Client Relationship Management, Client Servicing, and Sales Support
Proven ability to prioritize workload effectively in line with business priorities
Willingness to own work and problems and see through to completion and use own initiative to resolve issues
Experience in using technology to improve business outcomes
Working knowledge of CRM tools like MS Dynamics

Nice To Haves

Preferred Qualification - Post Graduation/MBA/CFA
Evidence of delivery in a similar role within a global organization would be an added advantage

Responsibilities

Lead regional sales coverage of HSBC AM Liquidity and Short Duration Investors
Work closely with sales support across onboardings and facilitation of subscription & redemption processes for AM Liquidity funds. The role holder will play a key role in interacting with clients, fund administrators, sales teams, and bank relationship managers to meet KYC requirements, execution of account opening procedures, completing static data for clients, and updating CRM systems with changes
Coordinate and ownership of client service and sales support for HSBC AM's Liquidity Investors
Provide and maintain the overall client experience through appropriate client service and sales support activities, including thought leadership
Work with Sales individuals and other stakeholders to assist in the delivery of goals and objectives as agreed with the business to develop our customer opportunities and improve our client experience, travel is expected
Handle a wide range of client enquiries for existing and prospective clients (regular and bespoke)
Work closely with business partners as and when required, to respond to client related requests and enquiries, tailoring of presentations, answering of questionnaires, preparing client, market, sector analysis, etc
Assist and support the team to ensure the successful launch of new product offerings as appropriate based on coverage
Assist in the preparation and development of ad-hoc reports, working with Marketing, Product teams, and Investment Writing teams to develop ad-hoc reports and ensure delivery to appropriate clients
Support deal opportunities in the region, including engagement with clients on cross-sell opportunities
Communicate fund and market information to external and internal stakeholders e.g. distribute daily fund prices and upload market commentary
Foster client relationships at industry events

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.

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