Vice President, Liquidity Business Sales

HSBC; Beverly Hills (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive pay and benefits

Professional development opportunities

Wellness programs

Job summary

A global financial institution is seeking a Vice President, Liquidity Business Sales to lead sales coverage and enhance client relationships. The ideal candidate has strong analytical skills and extensive experience in client management and asset management. This role offers competitive compensation and comprehensive benefits.

Qualifications

• Proven interpretation and evaluation of information.
• Experience in client relationship management.
• Ability to prioritize workload effectively.

Responsibilities

• Lead regional sales coverage of HSBC AM Liquidity and Short Duration Investors.
• Maintain the overall client experience through appropriate support.
• Assist in the launch of new product offerings.

Skills

Analytical skills

Attention to detail

Client management

Communication skills

Stakeholder management

Problem solving

Interpersonal skills

Education

Post Graduation/MBA/CFA

Tools

MS Dynamics

Job description

Vice President, Liquidity Business Sales

Join to apply for the Vice President, Liquidity Business Sales role at HSBC.

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.

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

Qualifications

• 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
• Preferred Qualification - Post Graduation/MBA/CFA
• 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
• Evidence of delivery in a similar role within a global organization would be an added advantage
• Experience in using technology to improve business outcomes
• Working knowledge of CRM tools like MS Dynamics

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. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.