HSBC provides a comprehensive range of financial services to around 54 million customers through its global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking.
Senior Business Strategist
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
You will serve as a trusted, strategic advisor to the Innovation Banking leadership team, helping to manage, evolve, and grow the business. Key responsibilities will include formulating and executing strategy, structure, goals and governance to achieve sustainable revenue growth and returns. This will include ownership of strategic initiatives and risk and cost management, effective engagement with internal partners, clear and consistent communications, and oversight of all governance of business performance
As our Senior Business Strategist you will:
- Lead and monitor strategic initiatives for the business related to growth and risk management, and own any change programs within the business.
- Lead cross functional working teams to address process gaps impacting teams and / or clients; own delivery of improvements and assessment that change has been adapted.
- Manage the day-to-day operational requirements of team including but not limited to operating processes; financial cost control and planning; governance; strategy formulation and execution; functional construct / structure and resolving ad-hoc issues as they arise.
- Establish, track and own governance and reporting for the business including creation and tracking of core KPIs.
- Utilize data & analytics to drive strategic decision making for Division.
- Build executive presentations to support strategic agenda of Division; delivering new strategies and recommendations for change to senior stakeholders.
For this role, HSBC targets a pay range between $175,000.00 and $250,000.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
Requirements
You´ll likely have the following qualifications to succeed in this role:
- 7 – 10 years’ experience in Business Management, Project Management or Strategy roles
- Bachelor’s degree
- Strong problem-solving, analytical, and influencing skills
- Broad experience dealing with diverse range of stakeholders across multiple regions.
- Proven track record of supporting large, geographically dispersed, high-performing teams, and running large-scale, complex business initiatives.
- Strong analytical background and proven ability in analytical rigor, including ability to contextualize data into business activities and conclusions; and pro-actively identify emerging risks and issues.
- Demonstrated experience in managing budget, cost control and strategic initiatives.
- Exceptional experience in senior / executive governance, reporting and communications.
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Wealth Relationship Manager
The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients.
As the Wealth Relationship Manager, you will:
- Build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients
- Maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business through regularly collecting, updating and analyzing client financials
- Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
- Represent the company in community organizations and activities to enhance the Company’s image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline
- Help with business development through existing relationships and COI’s (certificate of insurance) will also be expected
For this role, HSBC targets a fixed pay range between $76,344.00 and $200,000.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
Requirements
You´ll likely have the following qualifications to succeed in this role:
- Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios
- Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management
- Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
- Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
- Strong business development skills to work with outside COI’s to develop self-sourced business
- Self-Motivated and Self-driven individual with strong relationship and communications skills
- Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Series 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required
- Foreign language skills, such as Mandarin and/or Cantonese are required
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Director, Sales Manager – Global Payment Solutions, Institutional Sales
Global Payments Solutions (GPS) is one of HSBC’s global product lines generating over 10% of Group revenues. Supporting Corporate & Institutional Banking (CIB), our business is made up of almost 10,000 people in more than 55 countries, and is uniquely positioned to help clients make and receive payments, and manage liquidity across borders and regulations, in multiple currencies. Our expertise in this area has been recognized by the industry’s most prominent publications as the best global cash manager for corporates and financial institutions in consecutive years.
As our Director, Sales Manager – Global Payment Solutions, Institutional Sales you will:
- Work in close partnership with Coverage Bankers/RMs, global/regional GPS Institutional Sales counterparts, and Product partners to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC’s global cash management wallet share and grow revenues
- Adopt a needs-based advisory approach to understand individual customer, as well as industry sector requirements, and provide appropriate cash management solutions that meet those requirements
- Effectively lead, coordinate and collaborate with the HSBC team across markets and functions to develop appropriate solutions, construct product proposals and deliver sales pitches
- Work closely with the Implementation, Integration and Client Service teams to ensure smooth transition of client mandates into realized revenues, as well as to provide ongoing coverage in response to clients’ evolving challenges and requirements
- Feedback to the Product teams on the competitive market landscape and client specific requirements, to help drive product enhancements/developments as appropriate
- Formulate, support and drive NBFI sector strategies, including participation in events, case studies, client testimonials, client planning and wallet sizing activities
- Coach and lead team members across the group on sales strategy formulation, pipeline management and sales conversion techniques
- Proactively collaborate with global and regional sales leads to develop a pipeline that is coordinated with Coverage Bankers and prioritized according to opportunity and value to HSBC.
For this role, HSBC targets a pay range between $131,900.00 and $197,800.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
You´ll likely have the following qualifications to succeed in this role:
- Proven track record of dealing with complex, global NBFIs, with a minimum of 5 years’ relevant experience
- Experience of managing a client portfolio and/or responsibility for a driving client cross-sell and satisfaction metrics, plus a proven sales record with strong data analytical skills
- Understanding of global cash and liquidity management techniques, market and competitive trends and sector based regulatory environment
- Detailed knowledge of the day-to-day Corporate Treasury environment, payments, foreign exchange, liquidity and working capital
- Strong knowledge of local / regional / global cash clearing services, products, techniques and strategies
- Proven experience in managing large complex NBFI relationships in client facing roles, demonstrating an understanding of risk management, structures, credit, products, processes, in an individual contributor capacity
- Experience working in a Global Banking environment, or experience with HSBC Group products and services
- Proven ability to identify and meet customer needs by matching a broad range of products and services, and delivering creative and flexible customer solutions within a deadline
- University graduate with at least 5 years of relevant experience in cash management, banking relationship management and/or corporate product sales
Director, Sales Manager – Global Payment Solutions, Institutional Sales
Global Payments Solutions (GPS) is one of HSBC’s global product lines generating over 10% of Group revenues. Supporting Corporate & Institutional Banking (CIB), our business is made up of almost 10,000 people in more than 55 countries, and is uniquely positioned to help clients make and receive payments, and manage liquidity across borders and regulations, in multiple currencies. Our expertise in this area has been recognized by the industry’s most prominent publications as the best global cash manager for corporates and financial institutions in consecutive years.
As our Director, Sales Manager – Global Payment Solutions, Institutional Sales you will:
- Work in close partnership with Coverage Bankers/RMs, global/regional GPS Institutional Sales counterparts, and Product partners to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC’s global cash management wallet share and grow revenues
- Adopt a needs-based advisory approach to understand individual customer, as well as industry sector requirements, and provide appropriate cash management solutions that meet those requirements
- Effectively lead, coordinate and collaborate with the HSBC team across markets and functions to develop appropriate solutions, construct product proposals and deliver sales pitches
- Work closely with the Implementation, Integration and Client Service teams to ensure smooth transition of client mandates into realized revenues, as well as to provide ongoing coverage in response to clients’ evolving challenges and requirements
- Feedback to the Product teams on the competitive market landscape and client specific requirements, to help drive product enhancements/developments as appropriate
- Formulate, support and drive NBFI sector strategies, including participation in events, case studies, client testimonials, client planning and wallet sizing activities
- Coach and lead team members across the group on sales strategy formulation, pipeline management and sales conversion techniques
- Proactively collaborate with global and regional sales leads to develop a pipeline that is coordinated with Coverage Bankers and prioritized according to opportunity and value to HSBC.
For this role, HSBC targets a pay range between $131,900.00 and $197,800.00
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