HSBC

Vice President, Institutional Portfolio Group

HSBC • $160K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in banking or financial services with a focus on Financial Institutions
  • Strong collaborative skills to influence stakeholders across various teams and regions
  • Solid understanding of financial markets and banking products like cash management and trade
  • Established risk awareness, particularly related to credit fundamentals and financial crime compliance
  • Excellent written and verbal communication skills and proficiency in Microsoft Office
  • Commitment to integrity aligned with HSBC's values
  • Bachelor's degree in a relevant field
  • FINRA Series 7, 63, and 79 licenses are required (with a contingency for obtaining these)

Responsibilities

  • Provide direct client management for a portfolio of Banks, especially Correspondent Banks
  • Coordinate across HSBC's global network to align products and services with client needs
  • Plan and conduct high-profile client meetings and events to drive business development
  • Support revenue generation, product integration, and customer satisfaction
  • Maintain relationships with key client contacts and internal stakeholders
  • Assist in origination and execution of a wide range of HSBC financial products and services
  • Collaborate with risk and product teams to manage risk-return balance and compliance
  • Prepare and present credit requests to senior officers, showcasing strong judgment

Benefits

  • Access to tailored professional development opportunities
  • Comprehensive Wellness Hub
  • Inclusive work environment promoting employee resource groups
  • Opportunities to engage with community service through volunteer programs
  • Matching gift program for charitable contributions
  • Participation in sustainability initiatives
Full Job Description
Institutional Portfolio Group is the client sector within Institutional Client Group responsible for all aspects of the Group's relationships with developing or foreign headquartered institutional clients.

The Institutional Portfolio Group (IPG) Vice President will support coverage bankers in managing and growing relationships across a portfolio of Banks, with a particular focus on European and Middle Eastern correspondent banks. The role blends relationship management, business development, transaction execution, and strong ownership of credit and financial crime risk obligations.

The Vice President will coordinate the delivery of HSBC's global product platform, support high-quality client engagement, and ensure the portfolio is managed in line with HSBC's internal standards and external regulatory expectations.

As our Vice President, Institutional Portfolio Group, you will:

  • Day-to-day coverage for a portfolio of Banks, including Correspondent Banks. The Vice President will assume direct client responsibility
  • Proactively coordinate across HSBC's network to deliver products and services to clients, identifying opportunities and supporting the conversion of ideas into executed outcomes
  • Plan and deliver high-profile client meetings, materials, and events that support business development and HSBC's strategy
  • Support revenue generation against targets, product alignment, customer satisfaction, and disciplined cost management
  • Maintain effective working relationships with key client contacts and internal stakeholders across regions and product teams
  • Support origination and execution across a broad spectrum of HSBC capabilities and products
  • Partner with product and risk stakeholders to ensure transactions appropriately balance risk and return, meet internal governance requirements, and protect HSBC from material loss
  • Draft and present (as required) credit requests and supporting documentation to senior credit officers and relevant internal committees, demonstrating strong written communication and sound judgement
  • Act as a First Line of Defense owner for managing financial crime and relationship risk across the portfolio


You'll likely have the following qualifications to succeed in this role:

  • Associate/ Vice President-level experience in banking/financial services, ideally with exposure to Financial Institutions (including Correspondent Banking)
  • Strong collaboration skills and ability to lead by influence across countries, teams, and senior stakeholders
  • Good understanding of financial markets and banking products (e.g., cash management, custody, trade, lending, capital markets, asset finance)
  • Strong risk mindset, including familiarity with credit fundamentals and financial crime / AML / KYC expectations (Correspondent Banking risk experience preferred)
  • Excellent communication and organizational skills; proficiency in Microsoft Office; willingness to learn quickly and take ownership
  • Commitment to acting with integrity and upholding HSBC's values and business principles
  • Bachelor's degree in an applicable field of study
  • FINRA Series 7, 63, and 79 licenses are required. A contingency period to obtain licensing can be provided at manager's discretion


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!

The 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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