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Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.
Global Private Bank (GPB) is a critical growth area for HSBC Wealth and Personal Banking (WPB). The Ultra segment is the largest segment by revenues and assets within GPB and a key strategic priority. In order to establish ourselves as key players in this space the family office client base is a critical area for growth. Reporting to the Head of Family office coverage, EMEA, this role is based in Geneva and is accountable locally for:
Assisting in development of our Family office clients' coverage working model
Support of new client acquisition and existing client development and penetration with RMs within GPB
Working with GBM in development of the client proposition and coverage model
Supporting the establishment of HSBC as a key player in the Family office space and connecting all the various areas of the firm for delivery to this client base
In this role, you will:
Support family office clients acquisition
Support achievement against targets for revenue generation with these client, product alignment, customer satisfaction and cost containment
Collaborate cross divisionally on client development
Co-ordinate execution of activities on the delivery to this segment across the spectrum of HSBC products/service and the investment pillars
Continue the development of the working coverage model with family offices
Assist in the development of the product proposition to this segment in line with client/sector requirements
Strong knowledge of products and investment capabilities across GPB and GBM
Client coverage capabilities
Advocate the right thing to do for customers / stakeholders / colleagues
Show insight and judgement in identifying, targeting and influencing new business opportunities and/or customers
Apply your knowledge of products and propositions to identify and explain appropriate solutions that meet customers' needs
Identify and develop new internal and external relationships with stakeholders to optimise business development or improvement opportunities
Facilitate opportunities for stakeholders to collaborate across different areas
Encourage others to build effective stakeholder relationships and leverage these for the benefit of HSBC
Monitor the overall progress of sales campaigns, contact strategies and portfolio management activities
Link approaches to specific, relevant customer needs
Drive the delivery of industry leading and client-centred products and services for Family office clients
Use your deep private banking expertise to define and deliver complex solutions to meet client needs
Demonstrate a comprehensive understanding of a broad range of complex customer products, channels and propositions
Understand and describe the competitive positioning of products, channels and propositions in your business area
Identify and communicate product, channel and proposition improvements
Apply your knowledge of products and markets to meet client's needs
Anticipate and prepare for changes in the external environment that may impact on your markets, clients or business area
Steer and manage collaborative relationships to define and deliver high-quality, complex solutions that meet client needs
Building out the engagement model with other divisions of the firm
Establishing the right digital and tech platforms needed, and funding, building of these
Establishing if we have today the right product set for delivery, and working on getting that delivered
Incentive model alignment with RMs, inter divisions
To be successful in the role, you should meet the following requirements:
Experience with client coverage of Family offices in EMEA, client facing staff
Having run a client facing business targeting sophisticated clients
Experience across the product set, both GPB and GBM
Business development experience, driving new relationships and revenue
Strong interpersonal skills, confident and ability to work at all levels within a global business environment
Strong collaboration skills, building bridges and getting stakeholders onboard
Strong leadership skills, management of people/team
Professional, polished, ability to deal assertively but sensitively with internal and external customers across a matrix environment.
Strict adherence to the requirements of confidentiality. Discretion and integrity essential
Calm under pressure; ability to re-prioritise in very short timescales.
Flexibility, tenacity and resilience to deal with business demands during periods of high workload.
Key Capabilities :
Relationship & Consultancy
People / Line Management
Business building skills, strategic thinking
Knows how to get things done, tenacious in approach, thinks outside of the box
At HSBC we put great emphasis on our values. Our values define who we are as an organisation and what makes us distinctive.
We are: Dependable - we are dependable, stand firm for what is right and deliver on our commitments Open - we are open to different ideas and cultures, and value diverse perspectives Connected - we are connected to our customers, communities, regulators and each other, caring about individuals and their progress
These values reflect the best aspects of our 150-year heritage. They are vital to fulfilling our purpose of helping businesses to thrive, economies to prosper and ultimately helping people to fulfil their hopes and realise their ambitions.
You'll achieve more when you join HSBC.
We are an equal opportunity employer and are committed to creating a diverse environment
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.
We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.
HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.
To discover more about HSBC, please check our website: https://www.hsbc.com/about-hsbc