Liquidity Business Client Support Manager

If you’re looking for a career where you can make a real impression, join Global Service Center (GSC) HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions.

We are currently seeking an experienced professional to join our team in the role of Liquidity Business Client Support Manager

Role Purpose 

Is an integral part of the overall sales support coverage model for the Liquidity business channel, serving the liquidity clients and the liquidity sales teams. This is a critical client-facing role, established to ensure we are delivering the highest levels of service to our liquidity investors to maximize our strategic ambitions for asset growth and retention. Based in Mexico City, the role involves direct engagement with external clients and internal stakeholders, including HSBC AM’s Liquidity Sales teams, Fund Administrators, Finance and Reporting and other internal functions to ensure clients are serviced to the highest standards throughout the client lifecycle, from prospect engagement through onboarding and ongoing client relationship management. The role shall require a client centric approach to business interactions as well as strong knowledge of HSBC AM’s liquidity solutions and processes

Principal accountabilities

·         Act as a SME for onboarding and handling subscription & redemption processes for AM Liquidity funds. The role holder will play a key role in interacting with 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.

·         Coordination 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

·         Work with Client Managers 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

·         Handle a wide range of client enquiries for existing and prospective clients (regular and bespoke)

·         Work closely with Client Managers and Sales, 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

·         Assist Client Managers and Sales in preparing meeting follow-ups

·         Support deal opportunities in the region

·         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

·         Other ad hoc activities as required by the business

·         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

·         Stakeholder management is a critical attribute, the ability to work as a team player is must

Experience 

·         Overall experience of 6 years or above preferably 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 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

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritized. 

At HSBC we offer our colleagues a greater number of days, so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care.

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

 
***Issued By HSBC Electronic Data Process Mexico Private LTD***