Put customers at the heart: Acquire qualified customers into the HSBC Premier/Premier Elite proposition through needs-based conversations and a strong service mindset. Drive wealth and digital readiness through proactive, high-quality engagement.
Network and build relationships with external business partners such as housing agents, brokers and lawyers to achieve desired mortgage product targets and service
Conduct Portfolio Reviews with Relationship Managers, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
Act as the subject-matter expert for funds and discretionary portfolio management (DPM) solutions within the Private Bank, supporting relationship managers (RMs) and their high-net-worth and ultra-high-net-worth clients.
Lead and develop the team covering VC firms (especially GPs), ecosystem partners and strategic channels through coaching, hiring and performance management.
Lead Custody Clearing and Settlements operations in Kuala Lumpur, overseeing teams supporting Direct Custody and Clearing and Global Custody for UK and Europe.
Carry out the end-to-end actuarial reporting process, including data preparation, assumption setting, model configuration, model execution, results review, analysis and submission.
To complete quality checks on profile submissions from the RM’s/CSE’s to satisfy the Bank’s KYC due diligence policies and processes during client onboardings and ongoing reviews
Carry out the end-to-end actuarial reporting process, including data preparation, assumption setting, model configuration, model execution, results review, analysis and submission.
The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
Transaction origination & client delivery: Identify, structure and execute tailored solutions across public and private markets, including public investments, structured products, hedging/derivatives, financing, private side activities (Structured Financing/ECM/DCM/M&A), aligned to client objectives, suitability and risk appetite.
Support the platform roadmap, priorities and delivery plans, ensuring enhancements align with business value, customer impact, risk and technical feasibility.