Head of Institutional Sales, HSBC

HSBC

Location:
Mexico, Cuauhtemoc

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Head of Institutional Sales will be responsible for design and implement the strategy for the area, sales management and planning and will work closely with the top management of Wholesale to better position Asset Management products and including investment specialists as well as the Asset Management Global teams to maximize Asset Under Management, Assets Under Distribution and revenue opportunities from both Institutional clients and Distribution Teams in HBMX.

Job Responsibility:

Representative of the Institutional Sales teams and Client Management in Mexico to HSBC Asset Management
Management and leadership of the Institutional sales team accomplishing with the annual FRP in AUMs, netflows and revenues
Oversees budgets to ensure cost efficiency in travels, events, road shows, trainings etc.
Business Planning for Institutional Sales Strategy mapping and identifying opportunities to improve commercial effectiveness
Definition along with Distributor in Mexico a long-term sales strategy and initiatives to increase penetration and portfolio of clients
Responsible for the coverage, consolidated pipeline management and consolidated reporting of the sales teams
Responsible of assuring the proper relationship with RM´s in Wholesale by assuring the knowledge of Asset Management products
Leverage potential HBMX distributors with access to more sophisticated clients
Direct sales efforts to Institutional clients to get a better penetration in Mandates, Public and Private Pension Plans

Requirements:

University graduate in Business, Finance, economics and/or related discipline
Minimum of 5 year experience in sales
AMIB 3 certification in place
Experience leading commercial/sales teams
Understanding of the financial markets and investment products
Advance working experience in sales, institutional clients
Customer focus
Excellent teamwork capabilities and ability to be decisive and build consensus
Good team player whilst able to work independently under pressure
Proficiency in Microsoft Office Applications Advance

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
September 30, 2025

Expiration:
October 14, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Head of Institutional Sales

HSBC

Location:Mexico, Cuauhtemoc

Category:Finance

Contract Type:Not provided