Head of Ultra High Net Worth (UHNW) Solutions Group, Americas (New York, NY, US, 10001)

HSBC
New York
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceSkills: ["Cross-functional collaboration","Client-facing communication","Analytical problem-solving","Execution","Prioritization"]

Lead the UHNW Solutions Group for the Americas, shaping a differentiated set of UHNW public and private solutions for sophisticated clients and family offices. Coordinate coverage with relationship managers and investment counselors, and partner across HSBC to deliver tailored content across direct investments, private credit, global custody, institutionalized family office, and strategic equity financing. Help develop the Americas platform by aligning local product teams and second-line defense partners with global priorities.

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FursaFursa
HSBC
HSBC
3 days ago

Head of Ultra High Net Worth (UHNW) Solutions Group, Americas (New York, NY, US, 10001)

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Last checked: 19 hours agoStatus: Live

Job Summary

Lead the UHNW Solutions Group for the Americas, shaping a differentiated set of UHNW public and private solutions for sophisticated clients and family offices. Coordinate coverage with relationship managers and investment counselors, and partner across HSBC to deliver tailored content across direct investments, private credit, global custody, institutionalized family office, and strategic equity financing. Help develop the Americas platform by aligning local product teams and second-line defense partners with global priorities.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Sr. Director level

Key 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 counselors to support HSBC’s strategic client dialogue.
  • •Collaborate with Capital Market Advisory, Institutional Client Group, and Innovation Banking to identify and deliver corporate and institutional banking products and services.
  • •Market, steer, and deliver bespoke solutions and develop the Americas platform with local wealth and premier solutions teams and second-line defense functions.

Pay and Benefits

Perks:Wellness StipendMatching Gifts

Key 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 for different audiences, translating complex investment and product topics.
  • •Bring strong interest in Private Banking and the end-to-end investment process, with relevant experience in Global Markets, Investment Bank, or Asset Management in alternatives.
Experience:Capital marketsInvestment bankingPrivate bankingWealth managementAsset managementUHNWFamily offices
Skills:Cross-functional collaborationClient-facing communicationAnalytical problem-solvingExecutionPrioritization
Licenses:Series 7Series 63Series 65Series 66

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn