HSBC

Head of Ultra High Net Worth (UHNW) Solutions Group, Americas

HSBC$250K — $300K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years in capital markets, preferably from Global Markets or Investment Banking
  • Experience with UHNW clients and Family Offices is a plus
  • Strong collaboration skills across diverse business functions
  • Ability to explain complex investment topics clearly to varied audiences
  • Genuine interest in Private Banking and the investment process
  • Relevant industry experience in Global Markets or Asset Management, especially in alternatives
  • Proficient with front-end technology and market mechanics
  • Knowledgeable of compliance and risk management regulations
  • Strong analytical skills for problem-solving related to data and stakeholder insights
  • Required licensing: Series 7, 63, 65 or 66 (in lieu of 63 and 65)

Responsibilities

  • Shape strategic development for UHNW public and private solutions across the Americas
  • Partner with HSBC teams to deliver tailored investment content
  • Coordinate with relationship managers for strategic client interactions
  • Collaborate with Capital Market Advisory and Innovation Banking for product delivery
  • Market bespoke solutions to relationship managers and sophisticated clients
  • Develop the Americas platform in partnership with local Wealth and Premier teams
  • Leverage global UHNW teams for consistency and best practices

Benefits

  • Tailored professional development opportunities
  • Robust Wellness Hub for employee well-being
  • Generous volunteerism policy and matching gift program
  • Immersive Sustainability and Climate Change Initiatives
  • Engagement in Employee Resource Groups for networking and development
  • Welcoming and inclusive work environment
Full Job Description
HSBC Private Banking helps high net worth and Ultra-High Net Worth (UHNW) clients manage to grow and preserve their wealth for generations to come. As Head of Ultra High Net Worth Solutions Group for the Americas you'll shape differentiated solutions set for sophisticated UHNW clients and Family Offices across public and private markets. Reporting to the Global Head of UHNW Solutions Group, you'll bring institutional-level coverage and product capabilities into a private banking environment. You'll partner across HSBC to deliver tailored content spanning but not limited to Direct Investments, Private Credit, Global Custody, Institutionalized Family Office and Strategic Equity Financing. Success means strengthening HSBC's strategic dialogue with clients through coordinated coverage and delivering non-traditional private banking solutions that meet complex owner and principal needs. You'll also help develop the Americas platform in close collaboration with product teams, business functions and second line of defense partners to align with global priorities. As our Head of Ultra High Net Worth (UHNW) Solutions Group, Americas you will: - Shape the strategic development of the UHNW public and private solutions set across the Americas - Be a partner across HSBC to deliver tailored content through Direct Investments, Private Credit, Global Custody, Institutionalized Family Office and Strategic Equity Financing - Coordinate joint coverage with relationship managers and investment councilors to support HSBC's strategic client dialogue - Collaborate with Capital Market Advisory, Institutional Client Group and Innovation Banking to identify and deliver CIB (Corporate and Institutional Banking) products and services - Market, steer and deliver the bespoke solutions set internally and externally to relationship managers and clients focused on institutional-quality coverage for sophisticated UHNWI and Family Offices - Develop the Americas platform with local Wealth and Premier Solutions product teams and Second Line of Defense functions to take the propositions live - Work closely with global UHNW Solutions teams to leverage the experience and knowledge to achieve the global consistency and alignment You'll likely have the following qualifications to succeed in this role: - Bring strong capital markets domain knowledge ideally from a Global Markets or Investment Bank environment - Demonstrate client-facing delivery experience with exposure to UHNW clients and Family Offices beneficial - Show proven cross-functional collaboration aligning stakeholders across multiple business lines - Communicate technical concepts clearly translating complex investment and product topics for different audiences - Bring strong interest in Private Banking and Wealth and the end-to-end investment process - Offer relevant experience in a similar role with familiarity in Global Markets, Investment Bank or Asset Management in alternatives - Apply high proficiency with front-end platforms and IT systems with a solid understanding of market mechanics - Demonstrate execution and prioritization to deliver under pressure and to tight deadlines - Apply compliance and risk awareness with working knowledge of regulatory requirements and ongoing product adherence - Use analytical problem-solving to diagnose issues using data and stakeholder input and implement solutions - Series 7, 63, 65 or 66 (in lieu of 63 and 65) required. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

About HSBC

HSBC Holdings plc is a British multinational investment bank and financial services holding company. It is the second largest bank in Europe, with total assets of US$2.984 trillion (as of August 2021). HSBC traces its origin to a hong in British Hong Kong and its present form was established in London by the Hongkong and Shanghai Banking Corporation to act as a new group holding company in 1991; its name derives from that company's initials. The Hongkong and Shanghai Banking Corporation opened branches in Shanghai in 1865 and was first formally incorporated in 1866. The company was renamed The Hongkong and Shanghai Banking Corporation Limited in 1989.
Learn more about HSBC
Size
219,763 employees
Market Cap
$124.1 billion
Industry
Net Income
$5.2 billion
Founded
1880
5 Year Trend
-3.1%
NASDAQ

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