Vice President, Institutional Investments
HSBC 2
Toronto, Ontario, Canada
3d ago

HSBC Bank Canada, a subsidiary of HSBC Holdings plc, is the largest and leading international bank in Canada. HSBC serves customers worldwide through an international network of around 3,800 offices in 66 countries and territories in Europe, Asia, North and Latin America, and the Middle East and North Africa

We help companies and individuals across Canada to manage their finances through three global business lines : Commercial Banking, Global Banking and Markets, and Retail Banking and Wealth Management.

It's this global connectivity that you will find yourself inspired and collaborating with colleagues not just locally but also across continents and cultures.

About HSBC Asset Management

We are the Canadian office of HSBC Asset Management, a firm with Canadian 16 billion under management asset as at September, 30, 2017 and well-established businesses in Europe, the Asia-Pacific regional, North America, Latin America and the Middle East.

We manage assets for a range of retail and private banks, commercial and corporate clients, and some of the world's largest institutional investors.

As part of the HSBC globally, we leverage a 150-year banking history and harness global expertise and resources to help our clients meet their investment goals.

HSBC Asset Management is one of the world's largest managers of developed- and emerging-market investment strategies and we offer a range of fixed income, equity, multi-asset and liquidity solutions :

Our strong global investment platform supports local teams who share a common investment philosophy founded on a core belief that best-practice investment governance and a well-executed process are key to delivering long-term value to our clients.

With operations in 26 countries and territories, our investment teams draw on the local knowledge and expertise of our team of over 600 investment professionals and over 2,300 employees worldwide.

Key Objectives for Vice President, Institutional Investments :

The Vice President, Institutional Investments, will work as part of HSBC Global Asset Management's Institutional Sales Team, working with Canadian corporations to provide cash management solutions including liquidity funds, money market funds, short duration strategies and bespoke mandates.

The Salesperson will be responsible for a consultative sales process to raise assets from existing HSBC Bank clients. In addition, the Salesperson will work alongside the Head of Institutional Investments to grow the external wholesale business with wealth managers, Outsourced Chief Investment Officers, and Defined Contribution pension plan administrators.

It is expected that the successful candidate will be a collaborative, goal-oriented professional with a distinguished track record of raising assets with institutional clients.

  • The ability to cultivate relationships with corporate executives and manager research teams is an important attribute. The ability to operate with limited oversight;
  • be self-directed, organized and results-oriented will be critical to success. It is expected that the salesperson will work with colleagues in the institutional sales team in a collaborative fashion.

    Principle Accountabilities :

  • Develop the Canadian Asset Management liquidity business by leading the sales efforts for HSBC Global Liquidity Solutions to corporate clients in Canada
  • Work with the Head of Institutional Investments to develop the Canadian Asset Management external wholesale business with wealth managers, Outsourced Chief Investment Officers, and Defined Contribution pension plan administrators
  • Build and develop relationships internally with HSBC Global Banking and Commercial Banking relationship managers covering both Canadian headquartered clients as well as Canadian subsidiaries of Bank clients globally
  • Understand Canadian clients' distinct investment behaviours as it relates to cash management, maintain existing relationships, and grow an existing book of business
  • Understand local competitive positioning of HSBC products and identify opportunities for third party platforms
  • Represent Asset Management Canada at relevant HSBC and Asset Management Global meetings, and support key growth initiatives
  • Work in partnership with regional and global institutional teams to effectively implement sales strategy as well as gain insight into institutional market developments
  • Coordinate with internal HSBC product partners in Global Markets, Global Liquidity and Cash Management, Securities Services etc.
  • to promote our liquidity products and collaborate on client planning and marketing efforts

  • Partner with product management to identify product gaps or enhancement ideas and contribute to development of long-term vision / product strategy
  • Represent the Asset Management liquidity business in Canada and participate in industry events
  • Encourage and enable constructive cross-department teamwork by demonstrating collaboration.
  • Contribute to a culture of teamwork and collaboration.
  • Work alongside Canadian Asset Management's Legal, Regulatory Compliance, Product Development and other teams to promote and apply best practice
  • Develop and recommend changes and improvements to procedures and best practices based on client and organizational needs.
  • Communicate and adhere to HSBC policy and procedures in order to ensure good operational, policy and procedural compliance and early identification and effective resolution or escalation of issues that arise.
  • Qualifications

    Knowledge & Experience / Qualifications :

    Qualifications

  • Prior asset management sales experience with institutional clients
  • Licenses : Registered with Provincial Securities Commission
  • Preferred : Master Degree in Business or Chartered Financial Analyst
  • Industry Knowledge :

  • Investment Management knowledge
  • Investment Management industry sales processes / business methodologies
  • Knowledge of Industry trends and regulatory knowledge
  • Competitor knowledge, including products
  • Product knowledge relating to HSBC solutions
  • Sales Experience :

  • Strong sales and marketing skills, with attention to detail
  • A proven track record of selling investment solutions to institutional clients
  • Strong relationship building skills - creativity, patience and persistence in identifying and pursuing new relationships as well as maintaining and deepening existing relationships over the long term
  • Client service orientation enabling effective cross selling to existing clients
  • Strong written and oral communication skills - clear and organized thinking, an engaging personal style
  • Evidence of working closely with other teams to influence colleagues at all levels of the business
  • Personal Attributes :

  • Strong interpersonal skills - high energy, creative, enthusiastic, results oriented, motivated
  • Professional team player
  • Detail oriented, eager to learn and to remain current with evolving investment techniques and changing markets
  • Ability to sell consultatively
  • Strong organization and time management skills
  • Impeccable character and reputation
  • Commitment to excellence
  • HSBC Proud

    In 2018, HSBC Bank Canada was named one of the "Best 50 Corporate Citizens" in Canada by Corporate Knights magazine. HSBC was also the first company to be recognized as a top performer in gender diversity within the financial services sector, as part of a new Corporate Knights initiative to recognize leaders in this space.

    Join HSBC, and benefit from the following :

  • Career Development : Within your current role, as well as Canadian and international opportunities
  • Company Reputation : Offering prestige, strength, and longevity
  • Business Growth : Underpinned by our drive, and the highest banking standards
  • International Connectivity and impact : Build global relationships and be a part of international initiatives
  • A diverse workforce : Reflecting our belief that diversity of thought, background and perspective make HSBC a stronger organization
  • Corporate Sustainability : We build our business for the long term by balancing social, environmental and economic considerations
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