A commercially minded Sales Associate to join the Cachematrix client team, combining relationship management, new business development and financial technology, helping institutional clients transform how they manage and invest cash.
Responsibilities
Win new business: Identify, develop and close opportunities with corporates, financial institutions and asset managers, contributing to client acquisition, Assets Under Management (AUM) and revenue growth.
Own client relationships: Become a trusted partner to treasury and investment teams, deepening relationships, increasing platform adoption and helping protect and grow the existing client base.
Drive connectivity and automation: Champion Treasury Management System (TMS) integrations, Application Programming Interfaces (APIs), automated settlement and investment capabilities to create efficient, end-to-end workflows.
Shape the product: Translate client feedback, competitor insight and market intelligence into actionable input for product development, helping Cachematrix respond to evolving client needs.
Harness Artificial Intelligence (AI): Use AI and data-driven insights to improve client targeting, identify opportunities and deliver a faster and more personalized client experience.
Develop new business with both new and existing customers across Italy, Spain and Portugal, managing opportunities throughout the sales cycle to recommend LSEG data, analytics and technology solutions.
Compensation
The anticipated annual gross base salary for this position is between 80,200 € - 133,800 €. In addition to our offered base salary, this role is eligible for a Sales Incentive Plan, aligned with the company policy.
Responsibilities
Developing a strong understanding of customer needs, workflows and market trends to identify new business opportunities
Building and managing a healthy sales pipeline across your territory
Managing opportunities throughout the sales process and working towards agreed sales targets
Building trusted, long-term relationships with customers and key stakeholders
Delivering engaging customer presentations and solution demonstrations
Responsible in marketing and sales of deposit products such as deposits, cash and trade management solutions and Global Markets products to Commercial Banking non-borrowing and borrowing profile customers.
Responsibilities
Marketing and sales of deposit products, cash, and trade management solutions and Global Markets products to Commercial Banking customers
Work with borrowing team to grow deposits and come up with events to drive deposit growth
Build and deepen customer loyalty and satisfaction
Ensure maintenance of the highest possible standards of sales practices and investment advice for clients
Identify market opportunities for business growth and implement sales programs
This Junior Broker role sits on the U.S. Inflation desk, supporting the execution and broking of inflation-linked products within the Rates business. The desk focuses on instruments such as U.S. TIPS, inflation swaps, and breakeven trades, working closely with institutional clients to provide liquidity, pricing, and market insight.
Compensation
$75,000 - $100,000
Responsibilities
Actively support brokers in executing trades and managing client orders, with growing autonomy and judgment.
Maintain accurate trade records and ensure timely input into trading systems, adhering to compliance standards.
Resolve trade discrepancies and client queries efficiently, demonstrating ownership and professionalism.
Monitor market developments and news to identify trade opportunities and contribute strategic insights to the desk.
Deliver live quotes and trade details to brokers and traders, with increasing confidence in pricing and product knowledge.
Shape the bank's risk strategy, drive operational resilience, and ensure the long-term success of the business by identifying, assessing, mitigating, and monitoring risks.
Compensation
Expected annualized base salary of $175,000- $200,000.
Responsibilities
Lead the execution of PJT’s risk management strategy
Oversee and guide the identification, assessment and mitigation of risks
Maintain a robust risk governance framework
Advise and collaborate with senior management on key risk matters
Continuously review and refine risk management policies, procedures and practices
Requirements
Bachelor’s degree in Finance, Economics, Business, or a related field
Mobile Insurance Specialist focused on promoting HSBC insurance solutions for wealth management (savings, retirement, investment) within the Premier segment using mobile sales models and analytical marketing.
Responsibilities
Collaborate with Premier RM Retail Direct advisors to detect prospects interested in savings, retirement, or protection solutions.
Attend clients in offices, business locations, branches, or other sites based on client availability.
Conduct face-to-face meetings for needs analysis and sales.
Assist advisors in identifying potential clients for protection, savings, and retirement conversations.
Help with closing sales at branches when visiting advisors.
Ensure timely and accurate settlements of FX Option Derivative trades, conduct pre-settlements checks, resolve issues, and investigate failed settlements and reconciliations.
Responsibilities
Conduct pre-settlements checks and affirm cashflows with counterparties
Resolve booking issues and escalations
Investigate failed settlements and Nostro/Suspense breaks
Engage with stakeholders and respond to queries/swift messages
Maintain procedures and policies of the function
Requirements
Bachelor's degree in finance, Accounting, Commerce, Economics, or a related discipline
Developing the Premier customer base and establishing long-term relationships, managing total client wealth through financial and investment product solutions.
Responsibilities
Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance
Requirements
University level education, preferably in finance, business or a related discipline
Premier Relationship Manager (RM2)HSBC · Ningbo, China
Operations Analyst - FX Options Settlements & InvestigationsDelta Capita · Kuala Lumpur, Malaysia