Wealth Europe Sales Support

1 month ago

Bengaluru, India HSBC Full time

**Some careers shine brighter than others.**

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations 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 realise their ambitions

**Role Purpose**

HSBC Markets & Securities Services is establishing an offshore capability to support the front office. As part of this, Global Markets is looking to recruit talented and driven individuals in a number of areas to support sales teams across the globe. This will enable the onshore sales teams to dedicate more time delivering better service to clients and make it easier for customers to do business with HSBC. The role provides exposure to both front office sales teams and Global Markets products whilst offering opportunities to directly liaise and develop relationships with other teams.

The Sales Support team is responsible for remotely supporting the APAC based Investor and Wealth Solutions Group within GM. The team focuses on markets across the APAC region, dealing in equity derivatives products in both Note and OTC formats for clients such as Private Banks, Wealth Managers and Institutions.

The responsibilities of the role are broken down further as follows;
- Take ownership of pre and post trade processes such as producing termsheets, creating ISINs, updating systems etc
- Maintain up-to-date termsheet and overlay templates
- Liaise with front, middle and back office to investigate and solve any settlement issues
- Create tools to automate day to day processes
- Perform MI analysis on revenue figures to provide regular colour on the business
- Monitoring of inventory and actively following up on existing products so the sales team is able to optimally focus their resource
- Prepare presentations on trade ideas with guidance from the Sales team
- Aid the sales team in pricing of quotes requested by clients

**Key activities and decision making areas**

Work within the Global teams on:

- Product development
- Idea generation
- Work with Structuring to create products based on research themes suited to specific client/industry
- Support execution of transactions including securing internal approvals from relevant control groups

**Typical Targets and Measures**
- Ensure delivery of tasks as per the pre-defined timelines
- Evidence of effective support for problems / requests

**Customers / Stakeholders**
- GBM Service Centre management in Bangalore
- CSG team, Global Structuring team, Trading and Sales as well as Sales management in the United States
- Control groups relevant to the business - Market Risk, Credit Risk, Legal, Accounting, Tax, Reg Capital, Operations etc.
- Internal Collaboration - Develops close and effective working relationships within respective Functions /Businesses
- As part of the team, to develop a good relationship with the Hub teams, to ensure communication lines are fluid.

**Typical Targets and Measures**
- Ensure stakeholder satisfaction through timely delivery of quality work
- Feedback from team members in United States
- Timely completion of tasks and successful execution of transactions.

**Leadership & Teamwork**
- Work to ensure seamless communication and teamwork
- Focuses on driving results, even under pressure, through personal drive, perseverance, encourage collaboration and create clarity
- Liaise with structuring teams in the hubs

**Typical Targets and Measures**
- Good feedback from stakeholders
- Effective collaboration and communication within the team

**Operational Effectiveness & Control**
- Offer solutions to problems, supporting with the continuing development, implementation and improvement of the processes, structures, capabilities, capacity and infrastructure needed
- Ensure adequate controls are in place in all relevant processes

**Typical Targets and Measures**
- Adequately work on projects and initiatives leading to proven process or functionality improvement
- All processes are designed with adequate controls built in

**Management of Risk**
- The jobholder will also adhere to and be able to demonstrate adherence to internal controls. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators
- The jobholder will adhere to all relevant processes/procedures.
- Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimizing relations with regulators.

**Observation

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