Descripción
The Head of Institutional Sales will be responsible for design and implement the strategy for the area, sales management and planning and will work closely with the top management of Wholesale to better position Asset Management products and including investment specialists as well as the Asset Management Global teams to maximize Asset Under Management, Assets Under Distribution and revenue opportunities from both Institutional clients and Distribution Teams in HBMX.
Responsible for increasing market share to Mandates (local and international) and Mutual Funds according to the size of HBMX and AMG within the local industry throughout annually commercial plans by coordinating multiple areas and seeking engagement of related stakeholders. To properly document and scale cases of possible unusual activities, so that their treatment and the risk existing in the Institutional sales activities are determined. And monitor the KYC process and related process of actual and new customers according to the current guidelines, implemented by the LoBs within Wholesale.
Key responsibilities:
Representative of the Institutional Sales teams and Client Management in Mexico to HSBC Asset Management
Management and leadership of the Institutional sales team accomplishing with the annual FRP in AUMs, netflows and revenues
Oversees budgets to ensure cost efficiency in travels, events, road shows, trainings etc. and care within the deployment in commercial activities
Business Planning for Institutional Sales Strategy mapping and identifying opportunities to improve commercial effectiveness within Wholesale and Institutional clients
Definition along with Distributor in Mexico a long-term sales strategy and initiatives to increase penetration and portfolio of clients, with systematic monitoring and revision, to ensure full coverage of LOBs and Regionals across the country
Responsible for the coverage, consolidated pipeline management and consolidated reporting of the sales teams in alignment with Global Institutional Sales to CEO AMMX
Responsible of assuring the proper relationship with RM´s in Wholesale by assuring the knowledge of Asset Management products, throughout the support, accompanying and training of the sales teams
Leverage potential HBMX distributors with access to more sophisticated clients (e.g. Institutional)
Direct sales efforts to Institutional clients to get a better penetration in Mandates, Public and Private Pension Plans as well as more sophisticated product offering and maintain relationships with current key institutional clients
Requisitos
Qualifications:
University graduate in Business, Finance, economics and/or related discipline with a minimum of 5 year experience in sales
AMIB 3 certification in place
Experience leading commercial/sales teams
Understanding of the financial markets and investment products,
Advance working experience in sales, institutional clients
Customer focus
Excellent teamwork capabilities and ability to be decisive and build consensus
Good team player whilst able to work independently under pressure
Proficiency in Microsoft Office Applications Advance
HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.
"Within HSBC certain roles require additional verifications. For roles, all these candidates are required to satisfactorily complete a series of additional checks, both during the selection process, and, if successfully recruited, their permanence in said role. Each case will be evaluated in a particular way with respect to the consequences of the results obtained in the verifications carried out.This role requires additional verifications. For more information about additional verifications, please contact the Human Resources team."