Senior Manager, Client Development

HSBC; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Senior Manager in Client Development to optimize frontline activities and drive strategic collaboration. The ideal candidate will leverage data, technology, and analytics to enhance client engagement and support strategic initiatives. A Master's or Bachelor's degree in a quantitative field and proven experience in business development are essential. This role offers opportunities for innovation and leadership in a diverse and inclusive environment.

Qualifications

• Proven experience in data analytics, client insights, or business development.
• Mastery of financial concepts like credit risk and revenue drivers.
• Background in frontline relationship management or trading is preferred.

Responsibilities

• Lead initiatives to maximize CIB frontline performance.
• Contribute to strategic development of Omnia and CME platforms.
• Foster relationships with bankers and stakeholders to drive business growth.

Skills

Client-Focused Strategic Insight

Industry Domain Expertise

Technical Expertise in CRM systems

Advanced Microsoft Excel and PowerPoint

Experience with data visualization tools

Influential Communication

Strategic Execution & Innovation

Team Collaboration & Mentorship

Inclusive Perspective

Education

Bachelor's or Master's degree in Business, Finance, Economics, or Data Science

Tools

SQL

Tableau

Power BI

Job description

The Client & Banking Analytics (CBA) team within CIB transforms data with strategic analytics, driving insight, innovation, and commercial performance across HSBC. As the business owner of Omnia and CME, CBA is instrumental in driving their strategic development to simplify data analytics, enhance business intelligence, and ultimately drive client and shareholder excellence. We deliver data-driven insights to optimize investment across clients, products, channels, and resources, and to enhance pricing. Through disciplined governance, consistent methodology, and fact-based analysis (including client peer benchmarking, wallet sizing, and customer feedback), CBA fosters business optimization, strengthens CIB partnerships, and provides critical insights for shaping CIB’s commercial strategy.

The Role:

As a Senior Manager in the Client Development pillar, reporting to the Director, Head of Client Development, you will be a key contributor to defining and executing a client-focused strategy that optimizes CIB frontline activity and drives strategic collaboration. You will work closely with coverage bankers and product sales to deliver advanced data-driven insights. Critically, you will actively support the strategic development and evolution of Omnia as CIB's core business intelligence tool and CME as the foundational CRM, client planning, and pipeline platform, directly contributing to shaping their future. This role requires a strategic thinker with a deep understanding of how to leverage data, technology, and analytics to generate actionable business development initiatives, significantly enhance client engagement, and support the strategic roadmap of CIB's internal platforms. You will be a critical resource supporting the Omnia Commercial Leadership team and driving essential partnerships under the guidance of the Director.

Key Responsibilities:

• Strategic Client Development & Frontline Optimization: Lead and execute initiatives to maximize and measure CIB frontline performance, delivering advanced, client-centric insights and tools for effective client planning, prioritization, segmentation, and robust business performance reporting.
• Platform Strategy & Roadmap Contribution (Omnia/CME): Actively contribute to the strategic development and future roadmap for Omnia and CME. Serve as a critical resource supporting Omnia Commercial Leadership, and engage with Finance, COO, and CIB OpCo delegates to ensure platform evolution aligns with CIB’s strategic goals.
• Stakeholder Engagement & Influence: Foster strong, collaborative relationships with coverage bankers, product sales, Omnia Commercial Leadership, and CIB stakeholders, ensuring alignment and effective utilization of CBA’s insights and platforms to drive business growth and platform adoption.
• Data Monetization & Innovation: Lead specific initiatives to leverage internal and external data assets, including frontline platforms (Omnia, CME) and advanced technologies, to generate actionable insights that fuel business development and enhance client engagement.
• Content & Knowledge Leadership: Develop and disseminate valuable insights, thought leadership, and knowledge products that accelerate business development efforts and deepen client relationships.
• Cultivate Strategic Partnerships: Promote a culture of collaboration across CIB, ensuring Client Development insights and platform strategies support broader strategic objectives and strengthen key partnerships.
• Project Leadership & Mentorship: Lead specific analytical project workstreams from conception to delivery, contribute significantly to strategic goals, and actively mentor and develop junior analysts within the Client Development pillar.

Skills & Experience:

• Client-Focused Strategic Insight: Proven ability to translate complex data into actionable, client-centric insights and innovative solutions that drive tangible business outcomes and inform sophisticated performance reporting.
• Industry Domain Expertise: Deep understanding of CIB business models, client lifecycle, frontline operations, and the competitive landscape for HSBC and its banking peers.
• Technical Expertise: Strong knowledge of Omnia and/or CME, or similar enterprise-level CRM and business intelligence systems.
• Technical Expertise: Advanced proficiency in Microsoft Excel and PowerPoint.
• Technical Expertise: Experience with data visualization tools (e.g., Tableau, Power BI) to create impactful dashboards and reports. Proficiency in SQL for data querying and extraction is preferred but not required.
• Influential Communication: Exceptional communication, interpersonal, and stakeholder management skills, with a demonstrated ability to influence, negotiate, and drive consensus across diverse groups, including senior management and frontline teams.
• Strategic Execution & Innovation: A highly results-oriented mindset with a proven track record of leading the execution of analytical projects, driving innovation, and delivering significant results in dynamic environments, including managing complex, cross-functional projects.
• Team Collaboration & Mentorship: Experience in working effectively within a global team, contributing to a collaborative, high-performing environment, and actively mentoring junior colleagues.
• Inclusive Perspective: Demonstrated openness to diverse viewpoints, cultivating an inclusive environment that values varied backgrounds for enhanced strategic thinking and problem-solving.

Qualifications:

• Demonstrable experience in a data analytics, client insights, or business development role, specifically within corporate, institutional, investment, or transaction banking.
• A Bachelor's or Master's degree in Business, Finance, Economics, Data Science, or a related quantitative discipline is highly preferred.
• Mastery of financial concepts, including credit risk, revenue drivers, capital allocation, and return metrics (e.g., RWA, RoRWA, RoTE).
• Prior frontline relationship management or trading desk experience is preferred but not required.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

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