HSBC Emerging Markets Salesperson in San Francisco, California


  • Maintains relationships with existing accounts; researches and may propose new business relationships. Accounts are of an increasing complex nature and size than that of a Jr. Salesperson
  • Identifies new leads in assigned area and is responsible for developing and tracking a business plan to expand existing client relationships
  • Handles settlement responsibilities
  • Obtains orders for purchase and sales in assigned area of responsibility; forwards all orders to proper area for execution and ensures completion of transactions
  • Develops knowledge of client needs & requirements; coordinates efforts to service client organizations
  • Works closely with portfolio managers and analysts to integrate Company’s products into existing and prospective clients’ investment process
  • Makes sales calls & meets with clients to review outlook for assigned financial market & sectors
  • Presents research services and advises clients on investment opportunities. Actively identifies cross-sales and cross-referral opportunities
  • Proactively participates in the marketing of assigned product team services
  • Proactively participates with other salespersons and traders who service accounts
  • Ensures compliance monitoring is in place, including processes for management of operational risk, in accordance with HSBC and regulatory standards
  • Provides management direction to foster effective selection, development and reward of subordinates (if applicable) while contributing to initiatives in support of the Company's Diversity programs

    • Qualifications: *
  • 2-5 years sales assistants’ experience, knowledge of specific product sales/compliance, the market and of the firm’s products and services

  • Bachelor's degree in Finance, Economics, or equivalent work-related experience
  • NASD Series 3, 7 & 63 required
  • Excellent communication and interpersonal skills
  • Able to understand and manage complex and diverse instruments EEO/AA/Minorities/Women/Disability/Veterans

Job: *Capital Markets

Title: Emerging Markets Salesperson

Location: California-San Francisco

Requisition ID: 00009DGS