Senior Vice President of Ultra High Net Worth (UHNW) Solutions Group, Americas

HSBC
New York
Full timeFunction: Executive & General ManagementSkills: ["Client-facing delivery","Cross-functional collaboration","Clear communication","Execution","Analytical problem-solving"]

Shape and deliver UHNW public and private solutions for sophisticated clients and family offices across the Americas. Lead coordinated coverage with relationship managers and investment counselors, partner across HSBC to deliver tailored content spanning direct investments, private credit, global custody, institutionalized family office, and strategic equity financing, and collaborate with product and second-line-of-defense teams to bring propositions live. Strengthen strategic client dialogue with institutional-level product and coverage capabilities.

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FursaFursa
HSBC
HSBC
3 days ago

Senior Vice President of Ultra High Net Worth (UHNW) Solutions Group, Americas

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Last checked: 2 hours agoStatus: Live

Job Summary

Shape and deliver UHNW public and private solutions for sophisticated clients and family offices across the Americas. Lead coordinated coverage with relationship managers and investment counselors, partner across HSBC to deliver tailored content spanning direct investments, private credit, global custody, institutionalized family office, and strategic equity financing, and collaborate with product and second-line-of-defense teams to bring propositions live. Strengthen strategic client dialogue with institutional-level product and coverage capabilities.
Location: New York
Employment Type: Full time
Job Function: Executive & General Management
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 strategic client dialogue.
  • •Collaborate with Capital Market Advisory, Institutional Client Group, and Innovation Banking to identify and deliver CIB products and services.
  • •Develop the Americas platform with local Wealth and Premier Solutions product teams and second line of defense functions, working with global UHNW teams for alignment.

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 across multiple business lines.
  • •Communicate complex investment and product topics clearly to different audiences.
  • •Series 7, 63, 65, or 66 (in lieu of 63 and 65) required, with compliance and regulatory awareness.
Experience:Private bankingUltra-high-net-worthCapital marketsGlobal marketsInvestment banking
Skills:Client-facing deliveryCross-functional collaborationClear communicationExecutionAnalytical problem-solving
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