Analyst – Intern | HSBC

Job Description

Why join us?

• HSBC Asset management group has a strong heritage and has been in financial markets for 150+ years. The global service center (GSC) in Bangalore has served as a Global Offshoring hub for various businesses of HSBC, including the asset management group (AMG), and currently enjoys the distinction of being the only offshore service center for the AMG business. AMG Client Operations plays a very important role in servicing our growing business across Institutional and Wholesale clients. Striving towards achieving client centricity across all stages of a client life cycle.

Opportunity:

• This role forms an integral part of the overall sales support coverage model for the Wholesale client channel.  Based in Bangalore the role will encompass responsibility of client servicing and business development. This role will require in-depth knowledge of AMG (Asset Management) solutions and the ability to assess product positioning to meet Client needs.

What you’ll do:

The successful candidate will be responsible for the following –

• Coordination and ownership of Sales & Service support processes for the Wholesale distribution channel within Asset Management
• The role holder will be responsible to oversee the production and distribution of client reports and investment review meeting materials to support wholesale sales & client service team
• The role holder will be responsible for oversight of setting up and maintaining Client records in CRM and supporting bespoke client servicing requests and business acceptance processes
• The role holder will be responsible for overseeing the setup of Transfer Agent (TA) account and all the fund queries
• Assist the onshore team in completion legal arrangements i.e., Distribution Agreements / Rebates
• Said individual will play an active role in building up new processes and suggesting improvements and enhancements to existing ones
• Contribute to the efficiency of the Client Service team
• Contribute proactively to the overall sales process, growth strategy and client contact strategy
• Build strong relationships with Front office, Product and Marketing teams

Requirements

What you will need to succeed in the role:

• Qualification – Post Graduation / MBA / or equivalent qualification from a reputed institute
• Excellent proficiency in written and verbal English
• Capital Markets Industry certifications preferred
• Knowledge of financial products & their role in the Asset and wealth management business
• Experience in Client Relationship Management, client reporting, sales & service support operations for Independent Financial Advisors, Distributors, Platforms and Institutional clients
• Experience in supporting Wholesale Sales team and handling CRM tools in maintaining client relationship data
• Experience in handling Wholesale/Institutional client service requests – regular and ad-hoc (Reports, Materials, etc.)
• Knowledge of financial markets, macro-economic environment, theory, tools and strategies
• Ability to be persuasive, pragmatic in approach
• Ability to distill complex and varied data into information, good process analysis and problem-solving skills
• Excellent written, verbal & presentation (including advanced PowerPoint) communication skills
• Stakeholder management is a critical attribute, the ability to work as a team player is must.

What additional skills will be good to have?

• Knowledge of Institutional and fund business
• Technical knowledge about various products and strategies – Fixed Income, Equities, Multi Asset and Alternatives
• Attention to detail and quality focused
• Analytical thinking and good with designing new workflows
• CFA certification is an addition