UHNW Solutions Group Specialist

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HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. 

We are currently seeking a high calibre professional to join our team as an UHNW Solutions Group Specialist.

In this role you will:

• 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.
• Front-office partnership: Build strong, day-to-day partnerships with UHNW RMs and ICs to shape client strategies, develop proposals and deliver high-quality client outcomes.
• Cross-platform collaboration: Mobilize product desks and platform stakeholders within the Private Bank to drive UHNW offerings and improve speed-to-market, including streamlining product development and approval processes.
• Group connectivity: Leverage capabilities across Corporate and Investment Bank (CIB), Asset Management and other HSBC lines of business, and selected third parties where appropriate, to deliver innovative and scalable bespoke solutions for UHNW clients.
• Commercial discipline & pipeline management: Maintain a robust origination and execution cadence, including pipeline tracking, sales reporting and activity management, with clear prioritization and follow-through.
• Governance & risk management: Help design, implement and continuously improve governance, operational controls and risk processes and frameworks to ensure solutions are delivered responsibly and in line with policies, regulatory expectations and conduct standards.

To be successful you will need:

• Technical Background: Open to candidates with background in Corporate and Institutional Banking, Capital Markets, Investment Banking Advisory, Structured Credit and are looking to transition into a client facing product role in Private Bank.
• Private Bank Interest: Must have genuine curiosity about wealth management and want to learn more about investment products and grow career within private bank. Able to understand how business owners think about personal and business finances together
• Solutions Mindset: Proactively identifies issues and root causes, thinks critically under pressure, and mobilises the right internal/external resources to unblock delivery. Demonstrates a track record of solving complex UHNW client problems end-to-end, balancing creativity with suitability, risk appetite and governance requirements
• Experience: Support senior colleagues covering UHNW Private Bank clients especially business owners/entrepreneurs. This is a sales development role with a clear progression path towards independent origination and delivery, depending on the business effectiveness of the candidate
• Commercial mindset: Proven ability to monetize opportunities, drive product enhancements/new solutions and deliver revenue growth with a strong risk culture.
• Sales capability: Strong technical knowledge and able to translate complex ideas into clear client propositions. Client leadership: Strong client engagement and business development skills; confident presenting to senior clients and internal stakeholders. Communication & influence: Excellent written and verbal communication; able to influence across teams, geographies and control functions.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. 

Opening up a world of opportunity 

www.hsbc.com/careers 

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. 

Issued by The Hongkong and Shanghai Banking Corporation Limited. 

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