HSBC

Head of UK ETF and Indexing Sales

HSBC  •  London, GB (Onsite)  •  1 hour ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Ready to shape how UK investors access HSBC AM ETFs and index funds?

Why HSBC

HSBC is one of the largest banking and financial services organisations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Role

As Head of UK ETF and Indexing Sales within HSBC Asset Management you’ll define and execute the UK strategy for our ETF and Indexing ranges, aligned to the Global ETF and Indexing strategy. The role sets client segment and channel priorities, owns the annual business plan and is accountable for net new assets and revenue outcomes. You’ll bring specialist expertise across ETFs and index funds, translating UK client needs into sales opportunities and managing execution from identification through to point of sale. You’ll build and deepen senior relationships across UK buyers and influencers while partnering closely with UK AM sales teams and HSBC Global Relationship Bankers. You’ll represent the business with UK clients and internally, including through governance forums and senior management reporting on strategy, performance, risks and key issues. Success means stronger UK penetration of HSBC ETFs and index funds, sustained commercial performance and a team operating to high conduct and regulatory standards.

What you'll be doing

  • Define and execute the UK strategy for HSBC AM ETF and Indexing ranges aligned to global direction
  • Set client segment and channel priorities including the annual business plan and net new asset and revenue targets
  • Identify UK sales opportunities across ETFs and index funds and manage execution through to point of sale
  • Develop deep UK client relationships across segments to enhance the franchise and generate value-added business
  • Partner with UK AM sales teams and HSBC Global Relationship Bankers to cultivate relationships and originate opportunities
  • Oversee marketing activity for the ETF and Indexing range, shaping high-quality sales materials with proposition and product specialists
  • Maintain a strong sales pipeline and accurate records of client activity, conversations and contracts
  • Represent the business in UK client fund selection processes and committees to secure ratings and buy-list inclusion

What we're looking for

  • Bring proven UK asset management distribution experience with substantial specialist exposure to ETFs and/or index funds
  • Demonstrate a strong network across UK wealth, DFM/MPS, platform and institutional ETF and index fund buyers
  • Show established experience building and executing a UK distribution strategy and business plan
  • Communicate clearly in writing and verbally when presenting strategy, performance, issues and risks to clients and senior management
  • Offer strong understanding of ETF trading and market structure including primary and secondary markets, liquidity and execution
  • Demonstrate strong understanding of index construction and methodology including tracking considerations
  • Provide people management experience with a track record of developing and retaining a high-performing sales team
  • Hold CFA, IMC or equivalent certification or bring equivalent demonstrable experience

Shaping UK ETF Distribution

This role sits at the point where client needs, market structure and product capability meet. You’ll set clear UK priorities across channels, engage the buyers and gatekeepers who shape flows and translate insights into actionable commercial outcomes. You’ll also create the conditions for sustainable growth by building a strong team culture and maintaining high standards of conduct and regulatory alignment. If you want to own the UK agenda for ETFs and indexing within HSBC Asset Management, this is a chance to make that impact at scale.

HSBC

About HSBC

Opening up a world of opportunity for our customers, investors, ourselves and the planet.

We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.

HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.

To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
London, GB
Year Founded
Unknown
Website
hsbc.com
Social Media