HSBC (Hongkong Shanghai Banking Corporation) is seeking candidates for the position of Analyst – Intern at their Bengaluru location. This internship is open to individuals pursuing or holding a postgraduate degree, MBA, or an equivalent qualification from a reputed institute. The ideal candidate should have excellent proficiency in written and verbal English. Industry certifications in capital markets are preferred, along with a strong knowledge of financial products and their roles in the asset and wealth management business.
Company Name: HSBC(Hongkong Shanghai Banking Corporation)
Job Role: Analyst – Intern
Job Type: Internship
Education Required: Post Graduation / MBA / or equivalent qualification from a reputed institute
Skills Required: Excellent proficiency in written and verbal English
Capital Markets Industry certifications preferred
Knowledge of financial products & their role in the Asset and wealth management business
Job Location: Bengaluru
Role and Responsibilities:
- Coordination and ownership of Sales & Service support processes for the Wholesale distribution channel within Asset Management,
- The role holder will be responsible for overseeing the production and distribution of client reports and investment review meeting materials to support wholesale sales & client service team,
- The role holder will be responsible for oversight of setting up and maintaining Client records in CRM and supporting bespoke client servicing requests and business acceptance processes.
- The role holder will be responsible for overseeing the setup of the Transfer Agent (TA) account and all the fund queries.
- Assist the onshore team in the completion of legal arrangements i.e., Distribution Agreements / Rebates.
- Said individual will play an active role in building up new processes and suggesting improvements and enhancements to existing ones.
- Contribute to the efficiency of the Client Service team.
- Contribute proactively to the overall sales process, growth strategy, and client contact strategy.
- Build strong relationships with the Front Office, Product, and Marketing teams.
Required Skills and Qualifications:
- Post Graduation / MBA / or equivalent qualification from a reputed institute.
- Excellent proficiency in written and verbal English.
- Capital Markets Industry certifications preferred.
- Knowledge of financial products & their role in the Asset and wealth management business.
- Experience in Client Relationship Management, client reporting, sales & service support operations for Independent Financial Advisors, Distributors, Platforms, and Institutional clients.
- Experience in supporting the Wholesale Sales team and handling CRM tools in maintaining client relationship data.
- Experience in handling Wholesale/Institutional client service requests – regular and ad-hoc (Reports, Materials, etc.)
- Knowledge of financial markets, macro-economic environment, theory, tools and strategies.
- Ability to be persuasive, and pragmatic in approach.
- Ability to distill complex and varied data into information, good process analysis, and problem-solving skills.
- Excellent written, verbal & presentation (including advanced PowerPoint) communication skills
- Stakeholder management is a critical attribute, and the ability to work as a team player is a must.
