Job Description
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Business Descriptor:
Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.We are currently seeking an experienced professional to join the INM WPB team.
Principal Responsibilities
:
- Team Oversight & Supervision
- Review client meeting notes or investment proposals submitted by ICs (sample basis).
- Approve or validate large/complex investment recommendations or bespoke portfolio strategies.
- Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts).
- Client Engagement
- Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs.
- Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning.
- Market Monitoring & Tactical Alignment
- Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds).
- Ensure team is aligned on talking points and investment narratives for client conversations.
- Internal Coordination
Daily sync with:
- Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asks.
- Product Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needs.
- Compliance & Risk if required for specific approvals or clarifications.
- Governance & Documentation
- Review daily dashboards / surveillance alerts (if available) for IC activities.
- Ensure all counselling notes and risk profiling updates are documented as per policy.
- Respond to urgent internal audit or regulatory queries related to investment advisory.
- Pipeline & Performance Reviews
Regular Review on:
- Client engagement activity by ICs (calls/meetings/notes).
- Conversion funnel (meeting conducted → implemented).
- Top clients with high opportunity or low engagement.
- Track AUM movement, product mix, and investment penetration.
- Campaign & Initiative Planning
Plan IC support for:
- Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration).
- RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.).
Regional events or virtual webinars with clients.
Requirements
Qualifications/Requirements:
- At least 10 years of relevant experience in a Bank of Asset Management Companies
- MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
- Strong analytical and problem-solving skills
- Proven ability in productivity enhancement
- Demonstrate behaviours consistent with HSBC Values
- Expertise in bank’s systems and processes
- Skills in sales, financial planning and communication.
- Knowledge of bank and operating platforms.
- Industry and sector knowledge.
- Knowledge of sales and service techniques and models.
Skills
- Excellent interpersonal skills
- Coaching techniques on a team or one to one basis
- Planning and organising skills
- Useful Link
- Link to Careers Site: Click HERE
- You’ll achieve more at HSBC.
- HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
- Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
- Issued by The Hongkong and Shanghai Banking Corporation Limited, India
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