Job description
Head of Wealth Advisory, Investment & Wealth Solutions – 0000LCLI
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC’s International Wealth and Premier Banking (IWPB) aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.
Our ambition is to establish UAE as a Wealth Hub for the region for HSBC with a multi-year investment over the next 5 years, serving the full client continuum. The investment will enable IWPB UAE to develop a competitive product suite, best-in-class digital offering and doubling the number of relationship managers and introducing investment counsellors and Foreign Exchange (FX) advisors. Prism is the Bank’s portfolio construction and investment gateway to all asset types, products and investment solutions (including Discretionary and Alternatives). The job holder will be responsible of designing and leading broad impact sales initiatives, communication strategy and face-to-face client activities to commercialize Prism Advisory proposition.
In this role, you will:
• Build & enhance the Advisory proposition to enable commercialization of the offering across all client segments, with a specific focus on Wealth and Onshore GPB clients
• Contribute to the strengthening of the global Advisory platform and the Prism proposition by taking active part to key global initiatives, representing MENAT in thought leadership for the development of sales enablement activities
• In close collaboration with UAE Distribution and Sales Management team, responsible for enabling the front office to execute the Growth plan strategy by taking part to client planning activities
• For that purpose, work closely with Head of wealth and Head of onshore GPB in UAE to identify most impactful business opportunities, organise follow up and track progress. This can include the organisation of business readiness activities and external events and leverage existing and upcoming communication channels (e.g. digital)
• Lead discussions for Advisory across pricing, regulatory topics and processes that will impact the overall Advisory Proposition for the business
• Act as the main point of contact for collecting, prioritizing and driving platform evolution to increase sales impact collaborating closely with internal stakeholders (Relationship Managers/Investment Counsellors, IWS Product Specialists) as well as with end clients
• Contribute to enhancements with objective of improving users and clients’ experience, efficiently using resources to provide fair outcomes to clients and increase their satisfaction
• Develop the quality and content of client materials/portfolio reviews/pitches, delivering them in a way which enhances the client experience over the long run
• Communicate changes to Front Office, Investment Counsellors on a timely basis
• Identify specific processes and/or policies to be challenged by suggesting enhanced ways of working and new policies to improve adoption
• Work with IWS Leadership team, Product Management, Legal and compliance and any other relevant teams to proactively support the Conduct Agenda and adherence to Sales Quality Standards
Requisitos
To be successful in the role, you should meet the following requirements:
• Strong investment experience, in a similar client-facing and specialized sales role
• Strong knowledge of asset allocation models and portfolio construction methodologies and risk analytics
• Superior oral and presentation skills in dealing with internal and external clients
• Proven sales skills in understanding drivers of new business, and how to interact with clients and prospects, notably Wealth, High Net Worth (HNW), Ultra High Net Worth (UHNW) Individuals and Family Offices
• Experience interacting with cross functional internal stakeholders, i.e. Front Office, Investment Specialists, Legal, Risk, Compliance, Sales Management teams
• Resourceful and self-sufficient, highly collaborative with the ability to quickly adapt to new strategic developments
• Degree in Finance and/or CFA preferred
• Graduation degree is a must to secure a UAE Visa and Work Permit.
For further details and application information please visit our careers site, searching under reference number 0000LCLI.
You’ll achieve more at HSBC.
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