Senior Account Manager, Markets & Securities Services

We are currently seeking a high calibre professional to join our team as a Senior Account Manager.

Role Profile

Markets & Securities Services provides industry-leading services to corporate and institutional clients worldwide and is a significant part of the HBSC Global Banking & Markets division.

Account Management AO&M sits within the SSV platform, and this role has been created to further support the consistent application and on-going delivery of the “Next Generation” of account management to SSVs’ strategically important Asset Owners & Managers client base, across SSV products.

Working alongside Client Service Managers and the Client Executives, a primary purpose of the role will be to ensure that we deliver a service proposition that recognises and adapts to changing client requirements as automation and digitisation reduce reliance on operational interaction day to day, and clients seek to extract additional, long-term value from their service providers.

The role will be critical to the satisfaction and sustainability of our client relationships by helping create and maintain a platform for growth within the AO&M sector and ensuring we deliver:

• An industry-recognised, best in class account management proposition;
• A fully reference-able client base with limited/zero attrition.

Responsibilities

• Client retention – work in tandem with product management, service delivery and client management to ensure high levels of client satisfaction and a reference-able client base
• Create and maintain detailed client plans that effectively map the organisational structure and key contact points in the assigned clients
• Ensure proactive management of issues across all products and jurisdictions by directing the resources in each service component or jurisdiction
• Capture, advocate and drive service improvement opportunities and prioritise change management agendas across the business
• Establish/adhere to an agreed governance framework and meeting schedules to deliver strong senior client engagement and maintain full compliance with internal controls
• Coordinate daily checks on impacted Legal Entity Booking Instances (LEBIs) with onshore teams globally.
• Produce monthly MI reporting and managed legacy exits and/or others via providing quarterly reporting to regional RCC.
• Assisting CDD team to identify any SSV relationship for KYC renewal.
• Establish contracting parties to new accounts opened in source systems and perform reconciliation to ensure terminated fund records are removed as reflected in the source systems to assure data quality.
• Team management – Guide, coach and counsel team members on the above and manage their performance, progression and development.

Requirements

• Extensive experience of Securities Services, client management, business implementation/change, business development and/or senior operational leadership experience
• Client-facing, with excellent communication and presentation skills, including an ability to lead and manage meetings
• Track record in maintaining and retaining client relationships across securities services products with an ability to help execute departmental strategy
• Understanding of core commercial and contractual drivers and business performance
• Proven ability to adapt to the changing demands of the industry, clients and internal stakeholders
• Proven capacity to operate across a complex organisation collaboratively, whilst ensuring that the agreed client/HSBC agenda is effectively managed
• Demonstrable quality track record as a team player with the capacity to positively contribute to the department strategy
• Fully proficient in understanding the regulations that drive the securities services arena and in particular those that govern client management
• Sound understanding of controls, risk management (product and market) and mitigation techniques.

You’ll achieve more when you join HSBC.

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