HSBC · 1 week ago
Vice President, Liquidity Business Sales
Beverly Hills, CA
Full-time
Onsite
Senior LevelHSBC is a leading financial institution committed to creating opportunities for its clients. The Vice President, Liquidity Business Sales will play a crucial role in servicing liquidity clients and supporting sales teams, ensuring high levels of client service and engagement throughout the client lifecycle.
Financial Services
No H1B
Responsibilities
Lead regional sales coverage of HSBC AM Liquidity and Short Duration Investors
Work closely with sales support across onboardings and facilitation of subscription & redemption processes for AM Liquidity funds. The role holder will play a key role in interacting with clients, fund administrators, sales teams, and bank relationship managers to meet KYC requirements, execution of account opening procedures, completing static data for clients, and updating CRM systems with changes
Coordinate and ownership of client service and sales support for HSBC AM’s Liquidity Investors
Provide and maintain the overall client experience through appropriate client service and sales support activities, including thought leadership
Work with Sales individuals and other stakeholders to assist in the delivery of goals and objectives as agreed with the business to develop our customer opportunities and improve our client experience, travel is expected
Handle a wide range of client enquiries for existing and prospective clients (regular and bespoke)
Work closely with business partners as and when required, to respond to client related requests and enquiries, tailoring of presentations, answering of questionnaires, preparing client, market, sector analysis, etc
Assist and support the team to ensure the successful launch of new product offerings as appropriate based on coverage
Assist in the preparation and development of ad-hoc reports, working with Marketing, Product teams, and Investment Writing teams to develop ad-hoc reports and ensure delivery to appropriate clients
Support deal opportunities in the region, including engagement with clients on cross-sell opportunities
Communicate fund and market information to external and internal stakeholders e.g. distribute daily fund prices and upload market commentary
Foster client relationships at industry events
Qualification
Required
Analytical & critical reasoning skills - proven interpretation and pre-emptive evaluation of information
Attention to detail and quality along with ability to ensure that information is captured in a timely manner
Ability to distil complex and varied data into information; good process analysis and problem solving skills
Direct client management/relationship management experience
Excellent written, verbal & presentation communication skills
Client centric approach to task management
Stakeholder management is a critical attribute, the ability to work as a team player is must
Proactive, positive attitude, and ability to multi-task and work under pressure to meet time-sensitive deadlines
Flexible and ability to prioritize workload for self and team
Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships
Direct experience in the Asset Management and Capital Markets industry
Knowledge of financial markets, macro-economic environment, theory, trends, tools, and strategies
Knowledge and awareness of liquidity funds and separately managed mandates, investment products, markets, and business
Experience in Client Relationship Management, Client Servicing, and Sales Support
Proven ability to prioritize workload effectively in line with business priorities
Willingness to own work and problems and see through to completion and use own initiative to resolve issues
Evidence of delivery in a similar role within a global organization would be an added advantage
Experience in using technology to improve business outcomes
Working knowledge of CRM tools like MS Dynamics
Preferred
Post Graduation/MBA/CFA
Benefits
Tailored professional development opportunities
Competitive pay and benefits package
Robust Wellness Hub
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Employee Resource Groups
Company
HSBC
HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management.
Founded in 1865
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.33B2025-12-01Post Ipo Debt· $1.45B
2025-09-10Post Ipo Debt· $1.5B
2025-03-03Post Ipo Debt· $6.5B
Leadership Team
Elie El Asmar
Chief Executive Officer
Georges Elhedery
CEO
Recent News
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2026-01-21
Financial Sector Technology
2026-01-21
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