HSBC

Associate Director, Securities Services Sales

HSBC$130K — $180K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in institutional sales, particularly in asset servicing or related fields.
  • Deep knowledge of Private Markets, including private equity and credit, and fund structures.
  • Proven consultative selling skills with an ability to engage high-level decision-makers.
  • Strong project management skills and experience managing complex sales processes.
  • Excellent communication skills, both written and verbal, with an ability to explain complex concepts simply.

Responsibilities

  • Drive new business growth by originating new deals with existing and new clients.
  • Deliver integrated solutions by translating client requirements into actionable proposals.
  • Develop a pipeline of prospects aligned with business strategies in Securities Services.
  • Lead sales processes and frameworks, managing client interactions from proposal to onboarding.
  • Engage CXO-level stakeholders to influence sales outcomes and build relationships.

Benefits

  • Access to tailored professional development opportunities for skill enhancement.
  • Robust Wellness Hub supporting employee well-being.
  • Industry-leading volunteerism policy and generous matching gift program.
  • Immersive Sustainability and Climate Change Initiatives funding.
  • Opportunities to join Employee Resource Groups for networking and development.
Full Job Description
HSBC Securities Services provides industry leading Asset Servicing solutions to institutional clients worldwide.

This senior Sales role is accountable to drive new business growth from existing and new clients. The individual will be part of the HSBC Institutional Sales team, with a primary accountability to originate new business contributing to Securities Services sales objectives.

The role will be primarily external client and market facing but with strong internal interaction with other Sales and Client functions, regional heads, product teams, change and delivery teams, Banking and Markets stakeholders including senior stakeholders within HSBC Securities Services and the wider Bank.

You will ensure sales growth, effective talent management within the team and strong communication of the strengths of the HSBC MSS franchise to external and internal stakeholders:

  • Derive sales from existing Securities Services clients, new to Securities Services clients, or new to Bank clients
  • Strong Securities Services product expertise - ability to map Private Markets client needs to services such as custody/record-keeping, fund administration, depositary/trustee, transfer agency data/reporting, and to explain end-to-end operating models
  • Deep understanding of Private Markets and fund structures - across private equity, private credit, real assets and fund-of-funds, including capital call/distribution mechanics, waterfalls, valuation practices and secondary transactions
  • Consultative and sales skills - capable of engaging GPs, LPs, family offices and asset owners on strategic topics (scalability, operating efficiency, regulation, data) and translating them into structured, multi-product proposals and RFP responses
  • Translate client requirements into integrated solutions (custody, fund admin, FX, data, connectivity), coordinating across product, operations, legal and technology to deliver implementable proposals for target clients
  • Identify and build a pipeline of prospect opportunities which align to both the Securities Service and Institutional Client strategy across Markets & Securities Services
  • Develop and implement the sales growth strategy across key client sectors and geographies and manage deal processes/frameworks
  • Data, technology and project-management capability - able to work with client and internal tech/ops teams on integration (APIs, reporting formats, look-through data), manage complex implementations and migrations, and use CRM/analytics to drive pipeline, pricing and cross-sell
  • Create and define deal teams to work on competitive, strategic, complex and/or multi-faceted technical and relationship-orientated sales
  • Oversee the request for proposal/information responses and fee proposals for prospective deals that meet pre-agreed criteria (new and existing clients)
  • Drive CXO level Sales engagement; persuade and influence at all levels within the prospective clients' business
  • Coordinate across senior management, banking, client management, operational and product teams throughout the sales cycle
  • Create and deliver sales presentations to large and complex clients
  • Ensure governance and accountability around the feasibility to onboard and monetization of prospects into significant revenue generating clients; this includes managing the client's and HSBC's mutual interests through in-depth calling and understanding of Sales opportunities
  • Work closely with Product and other global functions to co-ordinate the development and promotion of product offering and capabilities
  • Possess excellent written and verbal communication skills; able to explain complex operational concepts clearly to non-technical audiences, influence internal stakeholders in a matrix environment, and collaborate effectively with Markets, Banking, Product, Ops and external ecosystem partners (APs, MMs, exchanges, index providers)
  • Raise the profile & visibility through hosting thought leadership events, conference attendance, panel participation, whitepapers, media, hospitality, and other means of external marketing
  • Assist in the identification of market trends and / or new client requirements where investment spend will be required to support new business


Leadership & Teamwork
  • Proven ability to work collaboratively in cross-functional team environments, building strong relationships and contributing to shared goals and deadlines
  • Strong communication and interpersonal skills, with the ability to support colleagues, share knowledge, and adapt effectively within a fast-paced team setting


Functional Knowledge
  • Expertise in consultative sales methodology and managing complex institutional sales processes, with demonstration of experience in this area
  • Excellent track record of established contacts in the target segment or proven ability to make senior level relationships quickly and with authority/credibility
  • Ability to organize and set up discipline around sales communication/the sales process and managing complex deals
  • High level of presentation, written and verbal communication skills
  • Strong understanding of financial markets and products including traditional asset classes and alternative products
  • Proficient in building and maintaining deep client relationships
  • Independent, able to identify and close sales opportunities through an active client calling effort and partnership with product teams
  • Strong strategic, creative, and problem-solving skills
  • Excellent time management, organizational, team building and planning skills

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!

About HSBC

HSBC Holdings plc is a British multinational investment bank and financial services holding company. It is the second largest bank in Europe, with total assets of US$2.984 trillion (as of August 2021). HSBC traces its origin to a hong in British Hong Kong and its present form was established in London by the Hongkong and Shanghai Banking Corporation to act as a new group holding company in 1991; its name derives from that company's initials. The Hongkong and Shanghai Banking Corporation opened branches in Shanghai in 1865 and was first formally incorporated in 1866. The company was renamed The Hongkong and Shanghai Banking Corporation Limited in 1989.
Learn more about HSBC
Size
219,763 employees
Market Cap
$124.1 billion
Industry
Net Income
$5.2 billion
Founded
1880
5 Year Trend
-3.1%
NASDAQ

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