HSBC Group

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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: 

1. 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).

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

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

·       Eligibility Criteria 

·       India Bank / INM employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.

·       Entity Employees (not from India Bank) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted.

·       INM Employees in scope of WPB Career Progression Framework not eligible to apply to roles within the purview of the Framework

·       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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