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About the Role
This role focuses on growing HSBC’s self-directed investing business through client engagement, digital marketing, servicing, and sales-force mobilization. The primary goal is to increase engagement with the World Trader service and deliver a seamless, customer-focused experience for self-directed investors.
Responsibilities
- Develop customer-centric growth strategies aligned with HSBC’s Capital Markets and Wealth and Personal Banking propositions.
- Manage customer portfolios across engagement, communications, campaigns, servicing, and marketing.
- Lead Customer Lifecycle Management activity for self-directed investing clients across Global Private Banking and Wealth Management.
- Develop an engagement model that keeps clients informed, active, and connected to the World Trader service.
- Support execution-only trading through the platform; the service does not provide investment advice.
- Design, deliver, and measure digital campaigns to acquire customers and increase platform usage.
- Support the effective resolution of client complaints and disputes, keeping customer needs at the centre of every interaction.
- Partner with relationship managers at client meetings and events as a subject-matter expert on the World Trader platform.
- Own key measures including net new accounts, revenue, average monthly trades, turnaround times, and Net Promoter Score (NPS).
- Deliver commercial growth in line with HSBC’s financial resource plan, with a focus on increasing market share among active self-directed traders.
- Work with Marketing, Customer, Data and Analytics, Proposition, Strategy, Strategic Partnerships, Technology, and Digital teams.
- Mobilise relationship-management, branch, and contact-centre teams through training, feedback, and coordinated activity.
Requirements
- A university degree is essential for obtaining a UAE work permit. Overseas qualifications must meet current UAE attestation and equivalency requirements.
- Experience commercializing brokerage services at a fintech, specialist broker, or bank-broker.
- Mid- to senior-level digital marketing experience, with a proven record of growing business through engagement and sales.
- Experience delivering results within a large financial services organisation with complex stakeholder groups.
- Professional or personal trading experience is desirable.
- Leadership experience in a specialist brokerage, bank-broker, or fintech is desirable.
- Proven people-management experience.
- CFA Charterholder status or another relevant professional designation is desirable.
Location
- Dubai
Work Type
- Working from home and different hours, subject to approval
Experience Level
- Mid- to senior-level
- Leadership experience
- Proven people-management experience
Education Level
- University degree
- Overseas qualifications must meet current UAE attestation and equivalency requirements
- CFA Charterholder status or another relevant professional designation is desirable
About the Company
- HSBC is committed to an inclusive culture where employees are valued, respected, and encouraged to develop their careers.
- Personal data relating to employment applications will be used in accordance with our Privacy Statement, available on our website.