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About the Role

Manage the end-to-end onboarding of hedge fund and institutional clients, working closely with Prime Origination Sales and Product Sales teams. Engage with clients to gather commercial, trading, technical, and operational requirements. Handle multiple cases simultaneously, coordinating with various HSBC teams to ensure efficient and timely client onboarding. Build and maintain strong client relationships, provide regular updates, and manage client expectations throughout the process. Contribute to the profitability and growth of the Prime Brokerage client base by delivering excellent client experience and cross-selling firm products. Enhance HSBC's product and platform by delivering client-driven improvements and generating revenue. Act as a trusted advisor by utilizing industry knowledge to provide added value services. Ensure fair customer outcomes and operate with conduct that maintains the orderly and transparent operation of financial markets. Adhere to local regulatory policies and escalate unusual activity. Act as an ambassador for HSBC and the Platforms business, promoting the company and seeking new business opportunities. Ensure fair treatment of customers is paramount and manage/mitigate operational and conduct risks.

Responsibilities

Manage the end-to-end onboarding of hedge fund and institutional clients
Engage with clients to gather all their commercial, trading, technical and operational requirements
Handle multiple cases simultaneously, working with numerous HSBC teams to on-board the client in an efficient and timely manner
Build and maintain relationships with external clients at all levels
Provide regular updates and managing client expectations throughout the on-boarding process
Contribute to the profitability and growth of the Prime Brokerage client base by delivering excellent client experience and cross selling the firm’s products
Contribute to the development of HSBC’s product and platform by delivering enhancements to meet client requirements & generate revenue
Deliver ‘added value’ service to clients utilizing industry knowledge to be able to act as trusted advisor
Deliver fair outcomes for our customers, operating with conduct which maintains the orderly and transparent operation of financial markets
Adhere to local regulatory policies applicable to the job holder, and acting on unusual/unacceptable activity or behaviors and escalating appropriately
Be an ambassador for HSBC and the Platforms business, promoting both at every opportunity and trying to win new business as well as maintaining our reputation
Ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organization
Be responsible for managing and mitigating operational and conduct risks in their day-to-day operations
Understand their position within Three Lines of Defense and operate within operational risk policy, escalating in a timely manner where they are unsure
Adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators

Requirements

Front office certified role
Ideally already hold the necessary qualifications, and if not, would be expected to pass the relevant exams within the allotted timeframes
Current Prime Brokerage experience, preferably within a front office Client Transition role
Understanding of the hedge fund landscape
Highly organized with excellent communication skills
Demonstrate an ability to work independently to deadlines and prioritize effectively in a fast moving environment
Detail oriented, process driven approach
Ability to co-ordinate and effectively manage multiple projects simultaneously
Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Skills

Prime Brokerage experience
Front office Client Transition role experience
Hedge fund landscape understanding
Organization
Communication skills
Ability to work independently to deadlines
Prioritization in a fast-paced environment
Detail oriented approach
Process driven approach
Project coordination and management

Experience Level

Associate Director

Benefits

Tailored professional development opportunities
Competitive pay and benefits package
Robust Wellness Hub
Welcoming and inclusive work environment
Employee Resource Groups
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives

About the Company

Our purpose – Opening up a world of opportunity – explains why we exist.
Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers.
We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.