About the Role
This role is based in San Francisco, USA, and focuses on serving US-headquartered global TMT corporates within the Global Payments Solutions (GPS) Sales team. The purpose of HSBC is to open up a world of opportunity by leveraging expertise, capabilities, and perspectives to create progress and growth for customers, employees, investors, communities, and the planet.
Responsibilities
- Work in close partnership with Banking Coverage and GPS sales teams to identify and develop business opportunities.
- Formulate client engagement strategies to deepen HSBC’s global cash management wallet share and grow revenues within the Technology, Media, and Telecoms (TMT) sector.
- Adopt a needs-based advisory approach to understand customer requirements and provide appropriate cash management solutions.
- Lead, coordinate, and collaborate with HSBC teams across markets and functions to develop solutions, deliver sales proposals, Request for Proposal responses, and client pitches through to implementation handover.
- Work closely with GPS Implementation, Integration, and Client Service teams to ensure smooth transition of client mandates and provide ongoing coverage.
- Provide feedback to GPS Product and Channels teams on the market landscape and client requirements to drive product enhancements.
- Formulate, support, and drive Corporate and Institutional Banking (CIB) and GPS industry sector strategies.
- Participate in events, case studies, client testimonials, client planning, and wallet sizing activities.
- Coach and lead team members on sales strategy formulation, deal pipeline management, and sales conversion techniques.
- Collaborate with global and regional sales leads and GPS teams to develop a deal pipeline coordinated with Banking Coverage and prioritized by opportunity and value.
Requirements
- Proven track record of dealing with complex global corporates.
- Experience managing a client portfolio and/or responsibility for driving client cross-sell and satisfaction metrics.
- Proven sales record with strong data analytical skills.
- Understanding of global cash management techniques, market and competitive trends, and regulatory environment.
- Detailed knowledge of day-to-day workings of a Corporate Treasury environment, Foreign exchange, payments, Liquidity, and working capital.
- Strong knowledge of local/regional/global cash management clearing services, products, techniques, and strategies.
- Proven experience in managing large complex corporate relationships in client-facing management roles.
- Demonstrated understanding of risk management, structures, credit, products, and processes in an individual contributor capacity.
- Experience working in an International Corporate Banking environment or with HSBC Group Corporate products and services.
- Proven ability in identifying and meeting customer needs through matching a broad range of products and services.
- Ability to deliver creative and flexible customer solutions within deadlines.
- University graduate with relevant experience in cash management, banking relationship management, and/or corporate product sales.
Skills
- Sales strategy formulation
- Deal pipeline management
- Sales conversion techniques
- Client engagement strategy
- Needs-based advisory approach
- Solution development
- Risk management
- Data analytical skills
Location
- San Francisco, USA
Work Type
- Full-time
Experience Level
- Senior
Education Level
- University graduate
Benefits
- Competitive pay and benefits package
- Robust Wellness Hub
- Tailored professional development opportunities
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
About the Company
- Global Payments Solutions (GPS) is a key product line within HSBC's global transaction banking, generating over 10% of HSBC Group revenues.
- GPS supports Corporate and Institutional Banking (CIB) with nearly 10,000 employees across 55 countries.
- GPS helps clients manage payments, liquidity, and working capital across borders, regulations, and currencies.
- HSBC has been recognized for its expertise in global cash management for corporates and financial institutions.
- GPS Sales employs a sector-focused coverage approach for large corporate clients, including Technology Media & Telecoms (TMT).
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.
