Role OverviewAs Head of Ultra High Net Worth Solutions Group for the Americas, you'll shape differentiated solutions for sophisticated UHNW clients and Family Offices across public and private markets. You'll partner across HSBC to deliver tailored content spanning Direct Investments, Private Credit, Global Custody, Institutionalized Family Office, and Strategic Equity Financing.
What You Will Do
You'll shape the strategic development of the UHNW public and private solutions set across the Americas, coordinate joint coverage with relationship managers and investment councilors, and collaborate with Capital Market Advisory, Institutional Client Group, and Innovation Banking to identify and deliver CIB products and services.
Why It Might Be a Fit
To succeed in this role, you'll need to bring strong capital markets domain knowledge, client-facing delivery experience with exposure to UHNW clients and Family Offices, and proven cross-functional collaboration skills.
Requirements
- 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
Benefits
- Competitive pay and benefits package
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
- Access to tailored professional development opportunities
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