Director - Institutional Client Engagement at HSBC

Role responsibilities

• Build, maintain and continuously enhance a CRM framework for corporate access, ensuring accurate capture of client interactions and event participation across the global investor access franchise.
• Design and build intuitive dashboards to track client activity at events, highlight engagement trends and provide actionable insight to sales, corporate access and senior management.
• Build, track and refine data for all events, ensuring delivery against defined milestones and KPIs.
• Set up and run robust data analytics to measure the effectiveness of our events, improve targeting and inform future event strategy.
• Act as an AI literate focal point for the team: identify use cases, prototype and potentially build AI enabled tools and workflows to enhance working processes, improve efficiency and scale best practice across the global investor access team.
• Use strong institutional sales understanding to translate stakeholder and customer needs into clear, prioritised actions that strengthen our market position.
• Monitor client impact and impact on new business conversion, providing clear, data driven commentary and recommendations.
• Demonstrate tangible improvement and standardisation of materials produced, leveraging data, automation and AI where appropriate.
• Think creatively and challenge existing processes to drive continuous improvement and innovation in how we plan, execute and measure institutional client engagement activities.
• Work collaboratively as part of a global team in a fast paced environment, ensuring regular engagement and relationship building with stakeholders.
• Translate stakeholders’ and customers’ needs into clear, prioritised actions, ensuring all relevant inputs are invited, considered and managed.
• Knowledge of digital and content editing tools (e.g. for presentations, video, or basic design) would be a strong plus.

Required Skills

• CRM analytics experience.
• Dashboarding, Management Information and Performance Reporting.
• Tracking event data & KPI management.
• Analytics & insight generation: Run robust analysis to measure event effectiveness, optimise targeting and shape future strategy.
• Use of AI tools for automation, efficiency and identifying commercial insights.