HSBC Group

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Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. 
Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff

HSBC India’s Wealth Management business is a key pillar of the bank’s strategy, offering an integrated suite of investment, protection, and wealth planning solutions to a diverse set of customers across affluent, high-net-worth, and global client segments. Leveraging HSBC’s global reach, strong domestic presence, and advanced capabilities at GIFT City, the business is positioned to deliver holistic client experiences through seamless digital platforms, personalized relationship management, and innovative product offerings. The franchise continues to focus on building differentiated customer journeys, driving revenue growth through wealth products, and ensuring a high standard of governance, operational control, and customer-centric service delivery.

Principal Responsibilities: 

The role of SVP & Head – Client Journeys, Platforms & Controls is responsible for shaping and executing the strategic vision for digital wealth management across all client segments. The role holder manages the end-to-end client journey design, platform ecosystem management, customer digital experience, commercialization of wealth platform capabilities, stakeholder management and compliance oversight, ensuring best-in-class experiences for clients while driving measurable business growth, resilience, and adherence to regulatory standards. This role holder will partner closely with business heads, technology, compliance, operations, and external fintech partners and act as the strategic custodian of the bank’s digital wealth proposition, ensuring alignment with global wealth strategy and future-proofing the platform ecosystem.

Key Responsibilities

Wealth Client Journeys

• Define and lead the vision, strategy, and roadmap for end-to-end digital wealth journeys across onboarding, goal planning, investment execution and client reporting
• Act as the owner for all digital wealth journeys and platforms, ensuring a consistent and high-quality client experience across mobile, web, and staff-assisted channels
• Establish, adapt, maintain, and continuously enhance immersive customer and Relationship Manager (RM) journeys across all wealth-related platforms

Wealth Platform Leadership

• Own the strategic direction and lifecycle of the bank’s wealth platforms (investment onboarding and execution engines, advisory tools, reporting platforms) and align with group future state
• Drive technology modernization and establish strategic partnerships with market intermediaries, and vendors to enrich the platform ecosystem
• Ensure compliance with extant local regulations and partner with legal and compliance teams to proactively adjust client journeys and platform capabilities
• Drive continuous improvement in platform capabilities, and digital engagement tools and ensure platforms deliver resilience and scalability

Wealth Operations Oversight

• Oversee offshore wealth operations units and processes including client onboarding, transaction execution, reconciliations, and client servicing
• Drive automation and continuous improvement in operational processes, platform capabilities, and digital engagement tools to reduce risk and enhance scale
• Leverage operational functions to grow these areas into meaningful revenue contributors

Governance & Risk Management

• Own and maintain the entire control environment, financial planning process, and risk management framework for the IWS team
• Oversee and lead subsidiary functions ensuring efficiency, accuracy, and adherence to controls
• Lead all forums for the team, including preparation and submission of reports to governance committees, risk functions, audit, and regulatory bodies
• Manage the wealth platform risk, audit, ISR & BCP. Oversee DR for wealth systems, ensuring readiness for regulatory and client expectations

Market Activation & Platform Commercialization

• Define and execute market activation strategies for wealth platforms and journeys
• Partner with frontline, marketing, and distribution leadership to embed platform usage and client engagement
• Lead commercialization of wealth platforms and drive digital adoption

Stakeholder Management

• Build strong partnerships with technology, operations, compliance, and product teams to deliver on business objectives
• Engage with global, regional, and local stakeholders and own the VSIP exercise to secure funding for wealth projects, prioritization, and alignment with the broader wealth strategy
• Manage external stakeholder relationships – AMCs, market intermediaries, vendors - ensuring strategic alignment and joint value creation

• A minimum of 15 years of experience in financial services, preferably with leadership exposure in wealth management, digital platforms, customer journeys, and operational control
• Proven track record in managing large-scale digital transformation and platform enhancement initiatives
• Strong understanding of investment and wealth products, operational processes, and risk management frameworks
• Bachelor’s degree in finance, business administration, or a related field is essential; a master’s degree or professional qualification (CFA, FRM, etc.) is preferred
• Demonstrated ability to lead cross-functional teams and engage with senior stakeholders locally and globally.

Useful Link

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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.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India

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