Analyst, Liquidity Sales - HSBC Global Asset Management (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: ["Written communication","Verbal communication","Presentation skills","Organization","Attention to detail","Collaboration","Adaptability"]

Support the Liquidity Sales team by preparing client presentations and product materials, responding to client inquiries, and helping manage relationships with strategic clients. Track banker portfolio penetration metrics and sales activity/engagement KPIs across client segments. Coordinate internally on separately managed account mandate onboarding and manage end-to-end client communications, while flagging cross-sell opportunities and business-at-risk items.

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FursaFursa
HSBC
HSBC
1 day ago

Analyst, Liquidity Sales - HSBC Global Asset Management (Central, Hong Kong Island, HK)

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Last checked: 2 hours agoStatus: Live

Job Summary

Support the Liquidity Sales team by preparing client presentations and product materials, responding to client inquiries, and helping manage relationships with strategic clients. Track banker portfolio penetration metrics and sales activity/engagement KPIs across client segments. Coordinate internally on separately managed account mandate onboarding and manage end-to-end client communications, while flagging cross-sell opportunities and business-at-risk items.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Assist the sales team with preparing client presentations and product materials.
  • •Manage client inquiries and provide timely responses to support the sales process.
  • •Support senior sales in managing relationships and developing long-term partnerships with strategic clients.
  • •Maintain and track banker portfolio penetration metrics across different client segments, and track/report sales activity and client engagement KPIs.
  • •Coordinate internal stakeholders on new mandate onboardings for separately managed accounts and manage end-to-end client communications, flagging cross-sell opportunities and business at risk.

Key Requirements

  • •Industry experience in Asset Management, Global Markets, Corporate Banking, Corporate Treasury, or Cash Management/Treasury Services sales and/or sales management, with a proven track record.
  • •Exposure to and strong understanding of treasury/cash/short-term investment management products.
  • •Excellent written, verbal, and presentational skills.
  • •Highly organized with strong attention to detail and motivation to make a commercial impact.
  • •Ability to work effectively across other groups, global regions, and lines of business.
Experience:Asset managementGlobal marketsCorporate bankingCorporate treasuryCash managementTreasury services
Skills:Written communicationVerbal communicationPresentation skillsOrganizationAttention to detailCollaborationAdaptability

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn