Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an ambitious individual to join our team as an ETF Business Development Director, working together with colleagues to define, manage and achieve divisional business targets.

Role Purpose

Passive growth is a long-term, strategic initiative for AM. ETF and Indexing seeks to ensure that AM offers a coherent Passive product and service offering that reflects the strategic importance of Passive investments to our business in a rapidly expanding market. During 2022 ETF and Indexing will launch new products, make complex enhancements to existing capabilities and drive expansion in Asia.

The ETF and Indexing Investment and Sales Specialist team is responsible for managing all sales needs across product and content as well as playing a key role in the commercialisation of the passive product offering. This role is primarily focused on the coordination of sales support needs ensuring the successful provision of product and service to a range of client types with the understanding that there is a ‘sales led’ dimension to the passive business.

The individual will work closely with sales, investments, product, responsible investments, capital markets, legal, IT and operations, amongst other functions, coordinating all sales focused requests for the entire passive business.  The HSBC ETF and Indexing client segment focus is third party clients globally as well as HSBC bank’s own client base.

In this role, you will:

• Assist sales with client engagement tools such as product comparisons, performance attribution, landscape analysis, asset allocation/solutions based product advisory.
• Ensure that the sales team and broader business has a current and relevant set of marketing collateral including pitch decks, fund overviews, brochures and sales aids.
• Work with sales and marketing to formulate the product messaging and help organise and execute marketing campaigns.
• Assist in the completion of product/client RFPs and DDQs.
• Assist with reporting tasks and fund commentary for all passive products including mandates.
• Participate in client meetings, events and seminars representing the HSBC ETF and Indexing business.

Requirements

To be successful in the role, you should meet the following requirements:

• Investment management experience
• In depth understanding of ETF and other passive markets and trends
• Experience in ETF sales strategy with an understanding of the investments business, sell-side workings, and/or ETF/Indexing related expertise/experience
• Strong commercial acumen
• Exceptional verbal and written communication skills, strong sales presentation skills
• Excellent organizational and interpersonal skills
• Ability to develop/offer product insights/messaging, investment strategy and thought leadership with a good degree of autonomy
• Strong macro-economic understanding
• Solution oriented attitude, hardworking, motivated and can-do attitude