HSBC Group

Some careers grow faster than others.        

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.

The role is responsible for managing, acquiring and growing profitable long-term relationships with ultra and high net worth individual clients within the particular region. The role is responsible for a holistic understanding of clients' needs, and providing full-service banking and all transactions for the ultra/high net worth clients through the marketing of all appropriate company services. Additionally, this role will deliver innovative high value solutions across all product lines, gaining significant business and sustainable returns for the wider Group and provide leadership to teams to support and deliver high net worth client performance against plan.

In this role, you will:

·         Grow revenues, increase AUM of portfolio, and increase inflows of net new money (NNM).

·         Drive achievement against targets for revenue generation, product alignment, customer satisfaction and cost containment.

·         Generate new opportunities out of referrals from existing clients or through other contacts to UHNW families and their respective family offices.

·         Provide full-service banking and all transactions to high-net-worth individual clients by the extension of credit and the marketing of company services.

·         Grow HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with client/sector requirements.

·         Identify event driven opportunities on an opportunistic basis, bringing in sector/country expertise as appropriate.

·         Provide support to client’s portfolio management- in close collaboration with the responsible Investment Counsellor.

·         Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments.

·         Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk

·         Manage junior coverage staff to support and deliver client performance against plan

·         Follow-up on a regular basis and provide advice to enhance client’s profitability in line with the risk appetite.

To be successful in the role, you should meet the following requirements:

·         At least 7 years of relationship management /investment advisor experience in the banking sector banking with UHNW segment clients, with significant experience in originating and serving region based UHNW and upper HNW clients and families.

·         At least 5 years’ experience working within the relevant market.

·         Fulfil the CMA requirements as far as the registered employment position is concerned.

·         Proven track record developing business, assets growth and revenue generation.

·         Highly developed communication skills for use in direct client contact and problem solving.

·         Ability to provide strong financial and statistical analysis.

·         Attention to detail and the ability to think creatively to solve problems.

·         Willingness to work in a target driven and high-performance environment.

·         Excellent understanding of financial markets and products.

·         Proficiency in English – other languages would be a plus.