Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

HSBC Private Banking helps high net worth and Ultra-High Net Worth (UHNW) clients manage, grow, and preserve their wealth for generations. As Head of Ultra High Net Worth Solutions Group for the Americas, you will shape differentiated solutions for sophisticated UHNW clients and Family Offices across public and private markets, bringing institutional-level coverage and product capabilities into a private banking environment. You will partner across HSBC to deliver tailored content and strengthen strategic dialogue with clients through coordinated coverage and non-traditional private banking solutions.

Responsibilities

Shape the strategic development of the UHNW public and private solutions set across the Americas.
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 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 experience and knowledge to achieve global consistency and alignment.

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.
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.
Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Skills

Capital markets domain knowledge
Client-facing delivery
Cross-functional collaboration
Communication of technical concepts
Interest in Private Banking and Wealth
Familiarity in Global Markets, Investment Bank, or Asset Management
Proficiency with front-end platforms and IT systems
Market mechanics understanding
Execution and prioritization
Compliance and risk awareness
Analytical problem-solving

Location

Work Type

Full-time

Experience Level

Senior

Education Level

Series 7, 63, 65 or 66 (in lieu of 63 and 65) required.

Benefits

Access to tailored professional development opportunities
Competitive pay and benefits package
Robust Wellness Hub
Welcoming and inclusive work environment
Empowerment to drive HSBC’s engagement with communities
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Employee Resource Groups

About the Company

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.