Analyst / Associate - Wealth Sales, Institutional Sales (5558)

We are currently seeking a professional to join our Institutional Client Wealth team as an Associate.

The role holder will also ensure the HSBC values are present in everything they do both individually and as an organisation. This will be achieved by consistently displaying the behaviours of : Dependable and do the right thing Open to different ideas and cultures Connected to customers communities regulators and each other.

In this role you will be expected to :

• Contribute to the identification of sales opportunities that address specific needs for clients and managing from identification to point of sale
• Contribute to maintenance of business relationships with accounts in assigned area of responsibility
• Assist the team in the efficient marketing of products to their client base and in achieving both Financial and Qualitative annual objectives to their client base
• Share relevant market customer and counter-party intelligence with colleagues in the HSBC network in order that the Group derives maximum benefit from its networking potential
• Support the day to day operations of the desk
• Maintain complete records of client orders and execution
• Provide the team management with required management information in order to inform decision making

To be successful you will demonstrate the following :

Being open to different points of view is important for our business and the communities we serve. At HSBC were dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender ethnicity disability religion sexual orientation or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability long term health condition or are neurodiverse.

If youd like to apply for one of our roles and need adjustments made please get in touch with our

Recruitment Helpdesk :

Email :

Telephone : 44

Required Experience :

Key Skills

Sales Experience,Microsoft Access,Power BI,Pivot tables,Analysis Skills,Microsoft Powerpoint,Retail Link,Salesforce,Microsoft Excel,Sales Analysis,CRM Software,Data Analysis Skills

Employment Type : Full Time

Experience : years

Vacancy : 1