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:
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.
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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