Reporting to the US Head of Prime Finance Client Relationship Management, the Client Integration Manager will manage the on-boarding of hedge fund and institutional clients to the Prime Finance platform. The role involves partnering closely with Prime Finance Sales & Origination teams, and engaging with clients to gather all business requirements once a new mandate has been won. The Client Integration Manager will project manage the integration workflow, often handling multiple cases simultaneously, working with various HSBC teams including, but not limited to; Legal, IT, Operations, Trading, Product Development, Margin and Risk to set the client up in an efficient and timely manner. The role will require facing off against clients at all levels (including but not limited to CEOs, COOs and Head of Operations), to provide regular on-boarding updates and manage expectations while working towards an agreed go-live date.
The Client Integration Manager is expected to contribute to the profitability and growth of the Prime Finance client base by delivering excellent client experience. Often benchmarked against other banks, a timely and efficient on-boarding will allow the relationship to be monetised early. The Client Integration Manager should have a detailed knowledge of the Prime platform and product offering, understand HSBC capabilities, legal and regulatory requirements and ask the right questions to determine the scope of products and services appropriate for the client.
Manage the client on-boarding process for Prime Finance, acting as a single point of contact for clients.
Aim to on-board the client within 4-6 weeks and leave a positive first impression.
Develop strong and productive relationships with the client at all levels of the organisation, ensuring current and future business requirements are understood and satisfied.
Navigate the firm and build internal/external network of contacts to resolve issues that arise as part of the client integration process.
Have a detailed knowledge and understanding of the Prime legal agreements and regulatory requirements needed to on-board clients and stay abreast of market changes and adapt accordingly as they occur.
Proactively manage their own workflow which may involve multiple simultaneous client on-boarding projects and provide regular progress updates to management and other senior stakeholders.
Have detailed understanding of Know your Client (KYC), AML and regulatory affairs affecting the firm and its clients.
Identify opportunities to cross sell the firm during the client on-boarding process - know the firm's capabilities especially around execution, understand the platform offering, and associated hedge fund services.
Provide exceptional 'added value' service to clients and utilise industry knowledge to be able to act in a consultancy capacity to new clients.
Generate ideas and contribute to the enhancement of our products, platform and services to meet client requirements and generate revenue opportunities.
Internal Number: 835733
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