Head Of Investments And Wealth Solutions (Iws) Mexico

Impact on the business

·      P&L responsibility:

-           Lead the collaboration and negotiation with Finance, AMG, and Distribution teams to establish Financial Targets and strategic levers to achieve FRP. 

-           Maximize Wealth portfolio profit across the client continuum

-           Support Private Clients, Premier Executive and Wealth Premier expansion and Premier Advance growth.

·      Strategic Wealth initiatives:

-          Value proposition of wealth products & solutions for Private Bank relaunch, strengthening of Premier Executive, best-in class wealth products with multi-channel simple and efficient customer journeys.

-          Launch of a unified and stream-lined Investment Financing and Wealth Credit solutions to meet client’s liquidity needs.

·      Wealth and client growth: Achieve KPIs by developing existing and new client relationships through the effective use of customer analytics and targeted Wealth campaigns to drive penetration, linkage, client service excellence and WPB performance.

·      Wealth Solutions: Complete regular reviews with clients to understand their current and long term needs and advise them on the Wealth products and services that help them achieve their goals.

·      Wealth regulatory and financial crime risk ownership as well as operational integrity

Knowledge & Experience

1.   Knowledge & Experience

·          Bachelor's degree or equivalent experience; preferably an MBA or Master in Finance

·          Strong technical skills in wealth management

·          Strong communication, client focus and influencing skills

·          Strong networking and portfolio management skills

·          Sound knowledge of financial services products and services and the client relationship management system

·          Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment

·          Able to communicate proficiently in English and local language

2.   Accreditations

·          Preferred but not mandatory, attain appropriate professional and regulatory qualifications/license as required by market (Mexico: AMIB III, investment banking certification)

3. Leadership Capabilities

·          Strong leadership and coaching abilities with a proven management track record

·          Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly

·          Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity

·          Be ambitious about providing the highest standards of delivery to colleagues and clients

·          Be authentic and show ability to engage with colleagues and clients to deliver at pace

·          Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

“At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect. “HSBC employees act with integrity with courage, standing firm for what is right. We are trustworthy, open to different ideas and cultures, and connected to customers, the community, regulators, and each other."

"Within HSBC certain roles require additional verifications. For roles, all these candidates are required to satisfactorily complete a series of additional checks, both during the selection process, and, if successfully recruited, their permanence in said role. Each case will be evaluated in a particular way with respect to the consequences of the results obtained in the verifications carried out.This role requires additional verifications. For more information about additional verifications, please contact the Human Resources team."