Trade Finance - Sales, Content & Bid Manager (Sydney or Melbourne)
HSBC Global Services Limited · AU
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About the Role
This newly created role combines sales and bid management for the GTS business. You will manage a portfolio of existing customers, focusing on growing the book, generating sales, and increasing revenue. You will also be responsible for the end-to-end management of proposals and pitches, including content and market insight management, materials, and request for proposal pitch development. This role requires someone who thrives on variety, building and maintaining strong customer and stakeholder relationships, and has the energy and drive to shape how GTS shows up in the market, win strategically important deals, and raise the quality and consistency of proposals and pitches.
Responsibilities
- Manage a sales portfolio, developing and maintaining a robust pipeline, and managing opportunities through the end-to-end sales process.
- Identify, shape, and execute opportunities to grow GTS revenues and wallet share, including New-to-GTS penetration within existing clients and new business.
- Partner with Coverage bankers to create differentiated client strategies, including account planning, calling activity, and connectivity to key decision-makers.
- Support solution structuring for working capital and trade requirements, bringing trade finance product expertise and commercial judgment to optimize risk/return outcomes.
- Support the GTS Sales Directors by leading the creation and project management of proposals and request for proposal (RFP) responses, pitch books, client presentations, and other sales enablement materials.
- Run structured end-to-end bid processes delivering to tight timelines, working with internal stakeholders to ensure data is accurate, compelling, and aligned with the proposed solution.
- Utilize AI Tools to bring in data to develop insights on clients, the market, media, and the political landscape to create compelling pitch presentations.
- Promote GTS capabilities through the creation and management of original and tailored content aligned to strategic priorities, including case studies and sales credentials, thought leadership materials, deal flashes, and award submissions.
- Manage risk and compliance, governance, audit, and quality control, ensuring adherence to required standards and ongoing management of operational risk in day-to-day activities.
Requirements
- Proven experience delivering sales outcomes in banking/financial services trade finance or working capital solutions.
- Proven capability in proposal writing and sales content development, including RFP responses and client presentation creation.
- Strong project management skills with meticulous attention to detail; able to manage multiple deadlines and stakeholders concurrently.
- Excellent communication skills (written, verbal and presentation) with the ability to build relationships, influence, and collaborate across senior internal stakeholders, locally/regionally and globally.
- Experience utilizing corporate AI tools to develop market insights.
- Strategic, customer-centric mindset with strong analytical ability and commercial judgment.
- Knowledge of GTS product and solutions such as global trade, receivables finance, supply chain finance, and structured open account solutions.
- Experience working across complex stakeholder groups and geographies.
- A focus on management of risk, compliance, and governance.
Skills
- Sales
- Bid Management
- Proposal Writing
- Sales Content Development
- RFP Responses
- Client Presentation Creation
- Project Management
- Communication (written, verbal, presentation)
- Relationship Building
- Influencing
- Collaboration
- AI Tools Utilization
- Market Insights Development
- Strategic Thinking
- Customer-Centricity
- Analytical Ability
- Commercial Judgement
- GTS Product Knowledge (global trade, receivables finance, supply chain finance, structured open account solutions)
- Risk Management
- Compliance
- Governance
Location
- Sydney
- Melbourne
Work Type
- Full-time
Benefits
- Tailored professional development opportunities
- Competitive pay
- Embedded flexible working culture
- Market-leading subsidized private health cover
- Enhanced parental pay and support when returning to work
- Subsidized financial products and services
- Bonus leave days
- Wellness programmes including discounted gym memberships
About the Company
- HSBC exists with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring 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.
- HSBC Global Trade Solutions (GTS) is one of the largest trade services organisations in the world, offering a comprehensive range of forward-thinking supply chain and traditional trade solutions. It has been repeatedly recognised by the industry’s most prominent publications and associations in numerous awards for its strength in combining innovation and service excellence with end-to-end customer solutions.
- We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment.
Equal Opportunity
- Applications from First Nations peoples are encouraged.