Felix Prevost

Critic
DISC Type : C

Director, Financial Resource Management at HSBC

London, England, United Kingdom

Overview

Felix Prevost is the Director of Financial Resource Management at HSBC, where he optimizes the commercial banking balance sheet. His expertise lies in wholesale banking, risk management, and capital strategy, holding both CFA and CertBALM designations. People who have worked with him describe his skills as "exceptional" and his insights as "invaluable. "

While his professional life is well-documented, public information on his personal hobbies is scarce. Based on his location in London, its possible he follows local sports, such as a Premier League football team, which is a popular interest in the area.

He once prepared for a speech by exploring what caterpillars and balance sheet velocity have in common.

Personality Overview

ROI Driven

Critic

Information Seeker

They prefer to do logical analysis and value evidence over emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Integrated Balance Sheet Management
His current role focuses on optimizing HSBC's balance sheet. He recently spoke at ALM Connect 2025 on fostering innovation through integrated balance sheet management.
Basel Framework Evolution
He has authored multiple articles and spoken at events about the impact of Basel III and IV reforms on trade finance and the risk distribution market.
Simplifying Complexity
He has expressed a preference for having complex topics explained simply, showing an appreciation for clear and accessible communication in finance.

Media Appearances

Felix has no verified media appearances

Work History

4-2021
Director, Financial Resource Management at HSBC
10-2017 - 4-2021
Senior Capital Manager, Portfolio Management and Distribution at HSBC
8-2016 - 10-2017
Head of Commercial Banking Financial Crime Compliance at HSBC
5-2012 - 1-2013
Director at British American Business Council (BABC) Yorkshire

Education

MScF from HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne
B.A.&Sc. from McGill University

More Information

Social Presence :

Prographics :

Exp : 10 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Director, Financial Resource Management at HSBC
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Insights For Selling To Felix

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Felix is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Felix

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Felix move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Felix take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Felix

Personality Compatibility


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