We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 63 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for...
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This role will support to drive new business growth from existing and new clients.
The individual will be part of the HSBC Institutional Sales team, with a primary accountability to support the sales team to originate new business contributing to Securities Services sales objectives.
The role will be required to have a good internal interaction with other Sales and Client functions, regions, product teams, change and delivery teams, Banking and Markets stakeholders and stakeholders within HSBC Securities Services and the wider Bank
The role holder will:
Support in deriving sales from existing Securities Services clients, new to Securities Services clients, or new to Bank clients
Contribute for achieving a minimum mandate target and / or $Xm of new revenue/balance growth per annum across Securities Services products
Support in setting the Sales targets/KPI (with specific client, country, region, product targets as set by GBM/CIB/MSS/Product Sales strategy)
Support in identifying and building a pipeline of prospect opportunities which align to both the Securities Service and Institutional Client strategy across MSS.
Support in developing and implementing the sales growth strategy across key client sectors and geographies and manage deal processes/frameworks
Work with some autonomy on competitive, strategic, complex and/or multi-faceted technical and relationship-orientated sales
Assist and in some cases lead the review and preparation of request for proposal/information responses and fee proposals for prospective deals that meet pre-agreed criteria (new and existing clients)
Coordinate jointly with other senior stakeholders across senior management, banking, client management, operational and product teams throughout the sales cycle
Prepare customized sales presentations to large and complex clients
Assist in governance and accountability around the feasibility to onboard and monetization of prospects into significant revenue generating clients; this includes managing the client's and HSBC’s mutual interests through in-depth calling and understanding of Sales opportunities
Work closely with Product and other global functions to co-ordinate the development and promotion of product offering and capabilities
Assist in the identification of market trends and / or new client requirements where investment spend will be required to support new business
Skills and experience required
A good track record and experience in consultative sales and supporting institutional sales processes.
Ability to make relationships quickly and with credibility.
Good at engaging with internal or external stakeholder.
Discipline around sales communication/the sales process and managing simple deal teams.
Reasonable understanding of financial markets and products including traditional asset classes and alternative products
Good problem-solving skills.
Excellent time management, organizational, team building and planning skills.
High level of presentation, written and verbal communication skills
Independent, able to identify and close sales opportunities through an active client calling effort and partnership with product teams.
Proficient in building and maintaining deep client relationships.
Understanding of Securities Services products including traditional asset classes and alternatives, as well as different client segments