Head Investment Sales

Job description

Some careers open more doors than others.

If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

Business Descriptor:

Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join the INM WPB team.

Principal Responsibilities:

1. Team Oversight & Supervision

• Review client meeting notes or investment proposals submitted by ICs (sample basis).
• Approve or validate large/complex investment recommendations or bespoke portfolio strategies.
• Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts).

2. Client Engagement

• Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs.
• Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning.

3. Market Monitoring & Tactical Alignment

• Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds).
• Ensure team is aligned on talking points and investment narratives for client conversations.

4. Internal Coordination

Daily sync with:

• Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asks.
• Product Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needs.
• Compliance & Risk if required for specific approvals or clarifications.

5. Governance & Documentation

• Review daily dashboards / surveillance alerts (if available) for IC activities.
• Ensure all counselling notes and risk profiling updates are documented as per policy.
• Respond to urgent internal audit or regulatory queries related to investment advisory.

6. Pipeline & Performance Reviews

Regular Review on:

• Client engagement activity by ICs (calls/meetings/notes).
• Conversion funnel (meeting conducted implemented).
• Top clients with high opportunity or low engagement.
• Track AUM movement, product mix, and investment penetration.

7. Campaign & Initiative Planning

Plan IC support for:

• Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration).
• RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.).

Regional events or virtual webinars with clients.

Requirements

Qualifications/Requirements:

• At least 10 years of relevant experience in a Bank of Asset Management Companies
• MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
• Strong analytical and problem-solving skills
• Proven ability in productivity enhancement
• Demonstrate behaviours consistent with HSBC Values
• Expertise in bank's systems and processes
• Skills in sales, financial planning and communication.
• Knowledge of bank and operating platforms.
• Industry and sector knowledge.
• Knowledge of sales and service techniques and models.

Skills

• Excellent interpersonal skills
• Coaching techniques on a team or one to one basis

• Planning and organising skills

• Useful Link

• Link to Careers Site: ClickHERE

• 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.

• 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, India

====================================================================================================