EMEA UHNW Segment Head

Job description

Job description

EMEA UHNW Segment Head

 

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.

The Ultra High Net Worth (UHNW) segment is a critical growth area for Global Private Bank (GPB).

The segment is the largest by revenues and assets within GPB and a key strategic priority.

Are you interested? Do you have an extensive background and experience in UHNW client segment and business? Do you enjoy to be part of a cohesive team?

 

If you answered yes to any of these questions, we want to hear from you!

 

What you will do:

 

You’ll be responsible for the UHNW client segment within GPB in region, leading the strategic growth plans across the full proposition. The role supports the GPB EMEA Regional Head and the Coverage Head to formulate, drive and deliver on the UHNW strategy, effectively providing the whole of HSBC products, services and capabilities to our UHNW clients.

 

This person will work closely with the Market Heads, UHNW Desk Heads and Ultra RMs, supporting the delivery in market. This person will collaborate with key stakeholders across GPB, being a change agent to enable GPB to deliver at pace on the Global UHNW strategy.

Day-to-day activities will vary given the current priorities of the UHNW function and as a result will require an element of flexibility according to current business needs. 

 

In this role you will:

·  Drive and deliver our GPB strategic ‘Grow UHNW’ pillar in region, to achieve our financial objectives
·  Support UHNW Desk heads and Ultra Relationship Managers with client strategy and engagements, transactions and business where needed/possible
·  Engage with Global UHNW, IWS, COO, Propositions and Marketing (etc.) to continue to develop, improve and consistently deliver the UHNW client proposition within region
·  Be the ‘Market lead’ in identifying key enablers including working with IWS, HSBC product partners and COO to bring platform and delivery channels to meet the global demands of the UHNW clients from client on-boarding, investment delivery and reporting to client servicing etc.
·  Responsible for implementation of the UHNW client coverage model across all EMEA regions, markets and booking centres
·  Institutionalize best practices in client coverage, rolling these out systematically across EMEA regions and markets
·  Build out the Family Office proposition and coverage across EMEA
·  Develop a systematic prospecting process, partnering as appropriate with business introducers
·  Implement consistent and best-in-class Client Planning with a focus on wallet share development
·  Lead timely key investment and product initiatives across segment
·  Continue to develop domestic and global collaboration with CMB, GBM, GPB for inbound and outbound referrals
·  Develop with market heads financial plan (FRP) ambitions for UHNW including both Share of Wallet AND Market Share
·  Align and agree with Market heads on headcount planning and recommendations for UHNW hires
·  Support in strategic market plans where related to UHNW specific resourcing and growth plans
·  Lead and support new business/commercial initiatives with Market heads on UHNW specific focuses eg. Onshore family office development etc.
·  Design scorecard and reward and recognition programs in support of the OKRs
·   Identify and develop training programs with L&D to build and strengthen capabilities to be delivered through the UHNW Academy
·  Drive with Marketing and Comms the events, branding and communication strategy for UHNW in region, aligned with Global
·  Align regional UHNW approach with Global approach to deliver one consistent UHNW approach to clients

Requirements

·  Extensive background and experience in UHNW client segment and business – i.e. knowing the customer across proposition, distribution channels, tools, operations and the key financial performance drivers
·  Deep knowledge of line management with a background in private banking relationship management
·  Knowledge of UHNW product/proposition design
·  Extensive experience in client facing roles
·  Positive track record on (UHNW) business development
·  Strong collaboration and stakeholder management
·  Strong influencing skills
·  Robust risk management experience
·  University level education
·   Strong, ongoing understanding of the competitive environment, peer product offering and innovation
·  Experience in strategic Markets specifically across EMEA, with knowledge in UK, Asia and Americas given global nature of UHNW clients
·  Experience in leading and delivering complex initiatives and projects in large, complex and multi-geographic organisations
·  Strong communication skills, both verbal and written, with specific experience in preparing / delivering content for senior audience and external stakeholders
·  Commercial mindset and ability to thrive in ambiguous situations, with a proven ability to work to tight deadlines, ensuring timely completion on all actions
·  Ability to influence and collaborate with multiple stakeholders including Senior Management, using one’s personal network to overcome complex scenarios in an international organisation
·  Native speaking level in English; other languages are an advantage
·  Energetic, detail-oriented and proactive, with the ability to function under pressure
·  Team player, open-minded, ready to contribute to an inclusive team culture

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return:

Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

·  We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
·  You can work your way and will have a say in when, where and how you and your team flexibly work together..

Our benefits will give you financial security, and can includ e:

·  Health & meal allowance, public transport or (e-)bike allowance
·  Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil
·  Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave
·  Emergency Childcare with the Red Cross, free of charges for HSBC employees.
·  Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
·  Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme
·  We’ll give you a huge range of resources that support your mental, physical and social well-being, including:
·  Various sports and leisure activities organised by the employees for the employees.
·  The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
·  You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
·  You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

 

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.

 

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
If you have a need that requires accommodations or changes during the recruitment process, please let us know.

 

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.

 

Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.

 

For further information on building your career at HSBC, please visit: www.hsbc.com/careers