This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
This role supports the senior staff within sector/country to deepen client relationships and improve income generation through focused business development activities. This role belongs to the securities services business lines.
Job Responsibility:
Maintain and grow profitable, long-term relationships with allocated clients, which will include client-facing responsibilities
Maintain and grow relationships with the investment manager C suite level, the fund board directors, and key personnel within the client proprietary and third party management companies
Client retention – work in tandem with product management, service delivery and the broader client management team to ensure high levels of client satisfaction and a reference-able client base
Attendance at client board meetings and presentation of administrator’s reporting alongside any strategic or business updates
Presenting and tracking service KPIs and client sentiment to ensure retention of key relationships
Delivery of monthly business plan reporting to the client and management company
Assist with the creation of detailed client plans in conjunction with client executives, EXCO, and other key stakeholders to support wider growth strategies
Ensure proactive management of issues across all products and jurisdictions by maintaining strong relationships with relevant internal stakeholders
Prioritise change management agendas with the Project Management teams in conjunction with client requirements
Drive clients’ strategic projects together with the change and project teams
Establish an agreed governance framework and meeting schedules to deliver strong client engagement and maintain full compliance with internal controls
Drive client satisfaction and ensure an overall coherent service is provided to your clients with full coordination alongside all internal stakeholders
Manage escalation by clients with senior stakeholders and define and execute relevant action plans
Ensure all internal stakeholders are fully briefed on client requirements and understand the growth agenda of the clients
Understand and drive client operational servicing model to ensure optimal level of automation and consistencies of services with all internal stakeholders
Co-construct servicing model with clients based on HSBC digital tools
Requirements:
Strong and relevant experience of client management, business implementation/change, business development and/or senior operational leadership experience
Good knowledge in securities services, Fund Administration, Custody, Transfer Agency Services
Client facing experience with excellent communication and presentation skills, including an ability to lead and manage executive-level meetings
Track record in owning, maintaining, and retaining client relationships across securities services products with an ability to help define and execute departmental strategy
Sound understanding of commercial and contractual drivers and contribution to AOP and business performance
Proven ability to adapt to the changing demands of the industry, clients and internal stakeholders
Proven capacity to operate across a complex organisation collaboratively, whilst ensuring that the agreed client/HSBC agenda is effectively managed
Demonstrable quality track record as a team-player with the capacity to positively contribute to the current and future state account management function
Fully proficient in understanding the regulations that drive the securities services arena, and particularly those that govern client management
Sound understanding of controls, risk management (product and market) and mitigation techniques
What we offer:
Access to development programmes, mentoring and coaching, as well as world-class training through HSBC University
Flexible working
Resources that support mental, physical, and social well-being, including Employee Assistance Program
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