HSBC Group

Global Private Banking & Wealth

HSBC Global Private Banking helps high net worth and ultra high net worth clients manage, grow and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

• Formulate and drive business and product strategies to acquire new–to-bank business, deepen wallet share and retain existing customers to ensure healthy growth of customer base and achieve the Global Private Banking (GPB)’s ambition of growing the business as the choice of private banker for internationally minded HNW and Ultra HNW clients in China, especially at GBA area.

• Collaborate with Corporate & Institutional Banking, International Wealth and Personal Banking and other HSBC entities as well as offshore GPB to provide a seamless service experiences and connectivity for GPB clients.

• Achieve key performance indicators, including net new money, profit before tax, revenue, customer growth, ROE, etc.

• Effectively manage costs including direct and allocated indirect expenses for the team based on the agreed budget

• Drive sales and associated activities and monitor the key metrics to ensure productivity is meeting and/or exceeding market norms and GPB business plans

• Provide support to GPB Market Head of China as a member of the Senior Management Team by participating in executive forums on all issues related within the team

• Work closely with Branch Management in Shenzhen and Guangzhou to represent GPB’s Southern China business.

• Actively engage in external events, activities and forums that provide opportunity to build GPB brand among the industries and target customer group

• Responsible for driving a client-centric culture within the organization and in particular through regular meetings with the most significant clients to HSBC/GPB in Southern China

• Facilitate the rollout of any new products ensuring that implementation in a compliant manner and within the agreed timelines for assigned region

• Set the long-term strategic vision and direction for assigned region and identify the key steps necessary for achievement in line with GPB China strategy

• Provide leadership to motivate the frontline to maximize their potential and create a high performance culture across 2 footprints in GBA, ie. Shenzhen and Guangzhou

• Act as the role model for the team in terms of behavior and live the Group values

• Lead the team to acquire and grow appropriate relationships and satisfy client needs

• Create a clear succession and development plan process to identify and develop talent

• Maintain and observe all HSBC control standards and implement and observe the Group Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators

• Foster a compliance culture and implement Group Compliance Policy by managing compliance risk for the team in liaison with the branch manager and Local Compliance Officer

• Maintain awareness of operational risk within the team and minimize the likelihood of it occurring including its identification, assessment, mitigation and control.  Handle customer complaints if any accordingly to Group standards.

• Be vigilant in driving staff behavior in an aligned fashion, holding them accountable for any violation of policy