Vice President- Business Development, Strategic Channels South India

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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 to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an experienced professional to join the International Wealth and Premier Banking team in an exciting new role.

Job Introduction

Vice President- Business Development, Strategic Channels role lies within the Distribution network of International Wealth & Premier Banking at HSBC.  The role holder will assume responsibility for High Net Worth Individual (HNWI) and Ultra High Net Worth Individual (UHNWI) customer acquisition for wealth management services, in the assigned city/ region, by building and managing relationships with referral partners like Law firms, CA firms, Real Estate consultants and other professionals. This is an individual contributor role. The individual will be responsible for building new referral partners, enhance engagement with existing partners and ensure an ongoing inward referral flow of HNWI customers from these referral partners. This role is best suited for dynamic individuals who can initiate and manage referral relationships with senior and experienced professionals.

Principle Responsibilities: -

• Acquire New To Bank HNWI customers for wealth management and international banking services by generating referrals from Investment Firms, Investment Law firms, CA firms, Family Office Advisors, Real Estate consultants, Industry associations and other professionals.  
• Identify and build new referral partners and engage with them consistently through meetings, events, networking forums to build an increasing inflow of referrals from these referral partners.
• Manage the referral flow funnel from referral initiation till conversion and contribute to lifecycle revenue
• Meet Operating Plan Target numbers for New To Bank HNWI customers acquired every month and other Banking products as assigned from time to time.
• Ensure exceptional on-boarding experience for new customers through seamless handover to assigned Relationship Managers and Branch Teams.
• Conceptualise and execute micro and macro events and campaigns to engage potential new customers , referral partners and internal teams.  
• Represent the Bank at networking and industry events.
• Provide all required support including training and information to Referral Partners to encourage them to refer new customers.
• Stay aware and updated of HSBC wealth management and international banking services in order to be an ambassador for HSBC in the external market.
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation in financial markets.
• Maintain HSBC internal control standards and foster a compliance culture within the team through identification, assessment mitigation and control of risks.

Education Qualifications / Certifications and Requirements:-

• Post Graduation with additional qualifications would be preferable.

Knowledge/Experience

• Sales/ Business Development experience in Wealth Management, Personal Banking, Corporate banking or industries that thrive on partnership referral ecosystems.
• Knowledge of Financial services & Wealth management market in India will be an advantage
• Having network/ relationships with Investment Law Firms, CA Firms is a strong advantage

Skills

• Excellent networking and relationship skills, Communication and Presentation skills, Professional maturity, ability to engage with senior management & CXOs

Qualifications and Certificate

• Attain appropriate professional and regulatory qualifications as required by HSBC
• Attain any internal standards as required by HSBC

Eligibility Criteria 

India Bank / INM employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.

Entity Employees (not from India Bank) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted INM Employees in scope of WPB Career Progression Framework not eligible to apply to roles within the purview of the Framework you’ll achieve more at HSBC.

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