Vice President Platform Services

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Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our
customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBCs purpose of opening
up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

The role of VP - Platform Services is responsible for executing the strategic vision for digital wealth management across all client segments. The role manages the end-to-end client journey design, platform ecosystem management, customer experience, commercialization of wealth platform capabilities and stakeholder management. The role will ensure alignment with global wealth strategy and future-proofing the wealth platform ecosystem.

Key Responsibilities

Wealth Client Journeys

• Manage the roadmap for end-to-end digital wealth journeys across onboarding, goal planning, investment execution, advisory and reporting
• Ensure client-centric and seamless experiences across mobile, web, and RM-assisted channels
• Benchmark journeys against digital leaders (fintech, global banks, AMCs) and set industry-leading standards
• Deliver on strategic projects to enhance client journeys and ensure best-in-class customer experience

Wealth Platform Services

• Align the strategic direction and lifecycle of the banks wealth platforms (investment onboarding and execution engines, advisory tools, reporting platforms) with future state
• Drive technology modernization: cloud adoption, microservices, APIs, open banking integration
• Establish strategic partnerships with AMCs, market intermediaries, and vendors to enrich the platform ecosystem
• Ensure platforms deliver resilience, security and scalability

Regulatory Compliance & Wealth Operations Oversight

• Ensure compliance with extant local regulations and partner with legal and compliance teams to proactively adjust client journeys
• Drive automation and digitization of operational processes to reduce risk and enhance scale
• Provide oversight of MF operations including client onboarding, transaction execution, reconciliations, and client servicing

Governance, Risk & Resilience

• Manage the wealth platform risk, audit, ISR & BCP
• Oversee DR for wealth systems, ensuring readiness for regulatory and client expectations

Market Activation & Platform Commercialization

• Define and execute market activation strategies for wealth platforms and journeys
• Partner with frontline, marketing, and distribution leadership to embed platform usage and client engagement
• Lead commercialization of wealth platforms and drive digital adoption

Stakeholder Management

• Act as the bridge across business, technology, operations, compliance, and risk to deliver cohesive wealth digital and platform solutions
• Manage external stakeholder relationships - AMCs, market intermediaries, vendors - ensuring strategic alignment and joint value creation
• Engage with global, regional, and local stakeholders to secure funding, prioritization, and alignment with the broader wealth strategy

• At least 10-12 years of relevant experience in a Bank of NBFC managing Wealth Insurance

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  MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
• Strong analytical and problem-solving skills
• Demonstrate behaviours consistent with HSBC Values
• Skills in product management, financial planning and communication
• Industry and sector knowledge
• Knowledge of sales and service techniques and models
• Excellent interpersonal skills
• Presentation, Data management and Product analysis knowledge
• Planning and organising skills

Additional Information

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