Associate Director, Prime Client Management

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. 

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

The Opportunity

This role is the principal point of contact for our Prime Finance hedge fund client base, acting as the entry point into HSBC for post-execution escalation queries across products. You’ll help protect and grow our Prime Finance platform by delivering an excellent client service experience and strengthening day-to-day relationships with senior stakeholders at clients and across HSBC. The work is fast-paced and highly connected - partnering with teams including Sales, Credit, Legal, IT, Operations, Trading and Global Markets execution. Success means timely and accurate resolution of client requests, strong client feedback and a service model that supports retention, cross-selling and sustainable growth. You’ll also play an active role in improving processes and contributing ideas that enhance the platform and client experience. Alongside service delivery you’ll support fair outcomes for customers and the orderly and transparent operation of financial markets.

What you'll be doing

• Act as the principal point of contact for hedge fund clients for post-execution queries across Prime Finance and Global Markets products
• Escalation point for the resolution of client queries across areas including corporate actions, margin, stock loan, trade settlement, and cash
• Gather and understand client requirements to help drive internal prioritisation and delivery of product offering enhancements
• Have a deep understanding of client strategy and products traded to try and identify potential areas of incremental business
• Coordinate internal partners across Sales, Credit, Legal, IT, Operations, Trading and Global Markets execution teams to deliver timely outcomes
• Build strong client relationships to understand current and future service requirements and support retention and growth
• Facilitate regular client service reviews and use feedback to improve service delivery
• Create and maintain accurate client account plans, documenting relationship status and opportunities to expand products and revenues
• Identify process improvements and implement procedures that support smooth day-to-day running of the business
• Act as a client advocate within HSBC, escalating issues appropriately and proposing efficient solutions

What we're looking for

• Previous work experience within a large financial institution within a focus on Prime Finance business client facing role
• Demonstrate proven experience handling post-execution client servicing and resolving complex queries across products
• Show a detailed understanding of Prime products, workflows and platforms and basic market nuances
• Evidence the ability to partner effectively across Sales, Credit, Legal, IT, Operations, Trading and Global Markets execution teams
• Historical evidence of being able to identify organic opportunities through deep client intensity and understanding and connect to subject matter experts
• Apply sound judgement when identifying unusual or unacceptable activity or behaviours and escalating appropriately
• Maintain a strong focus on client confidentiality and the wider impact on HSBC’s reputation
• Deliver timely and accurate turnaround of client-related requests, balancing service quality with pace
• Work effectively across business units and locations, supporting collaboration across the Prime Finance business and broader Global Markets

Building Prime Finance relationships

If you want your work in a growing, focus business area and be visible in the day-to-day experience of sophisticated hedge fund clients, this role offers real scope to make an impact. You’ll sit at the centre of a broad internal network and use it to resolve issues quickly, improve processes and strengthen relationships that protect and grow market share. You’ll also help identify opportunities to expand product adoption and revenue through a consistently high standard of service. Apply to help shape how Prime Finance clients experience HSBC at every interaction.

Opening up a world of opportunity.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Telephone: +44 207 832 8500