Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
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 HSBC’s 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 reportingEnsure client-centric and seamless experiences across mobile, web, and RM-assisted channelsBenchmark journeys against digital leaders (fintech, global banks, AMCs) and set industry-leading standardsDeliver on strategic projects to enhance client journeys and ensure best-in-class customer experienceWealth Platform Services
Align the strategic direction and lifecycle of the bank’s wealth platforms (investment onboarding and execution engines, advisory tools, reporting platforms) with future stateDrive technology modernization: cloud adoption, microservices, APIs, open banking integrationEstablish strategic partnerships with AMCs, market intermediaries, and vendors to enrich the platform ecosystemEnsure platforms deliver resilience, security and scalabilityRegulatory Compliance Wealth Operations Oversight
Ensure compliance with extant local regulations and partner with legal and compliance teams to proactively adjust client journeysDrive automation and digitization of operational processes to reduce risk and enhance scaleProvide oversight of MF operations including client onboarding, transaction execution, reconciliations, and client servicingGovernance, Risk Resilience
Manage the wealth platform risk, audit, ISR BCPOversee DR for wealth systems, ensuring readiness for regulatory and client expectationsMarket Activation Platform Commercialization
Define and execute market activation strategies for wealth platforms and journeysPartner with frontline, marketing, and distribution leadership to embed platform usage and client engagementLead commercialization of wealth platforms and drive digital adoptionStakeholder Management
Act as the bridge across business, technology, operations, compliance, and risk to deliver cohesive wealth digital and platform solutionsManage external stakeholder relationships – AMCs, market intermediaries, vendors - ensuring strategic alignment and joint value creationEngage with global, regional, and local stakeholders to secure funding, prioritization, and alignment with the broader wealth strategySome careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
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 HSBC’s 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 reportingEnsure client-centric and seamless experiences across mobile, web, and RM-assisted channelsBenchmark journeys against digital leaders (fintech, global banks, AMCs) and set industry-leading standardsDeliver on strategic projects to enhance client journeys and ensure best-in-class customer experienceWealth Platform Services
Align the strategic direction and lifecycle of the bank’s wealth platforms (investment onboarding and execution engines, advisory tools, reporting platforms) with future stateDrive technology modernization: cloud adoption, microservices, APIs, open banking integrationEstablish strategic partnerships with AMCs, market intermediaries, and vendors to enrich the platform ecosystemEnsure platforms deliver resilience, security and scalabilityRegulatory Compliance Wealth Operations Oversight
Ensure compliance with extant local regulations and partner with legal and compliance teams to proactively adjust client journeysDrive automation and digitization of operational processes to reduce risk and enhance scaleProvide oversight of MF operations including client onboarding, transaction execution, reconciliations, and client servicingGovernance, Risk Resilience
Manage the wealth platform risk, audit, ISR BCPOversee DR for wealth systems, ensuring readiness for regulatory and client expectationsMarket Activation Platform Commercialization
Define and execute market activation strategies for wealth platforms and journeysPartner with frontline, marketing, and distribution leadership to embed platform usage and client engagementLead commercialization of wealth platforms and drive digital adoptionStakeholder Management
Act as the bridge across business, technology, operations, compliance, and risk to deliver cohesive wealth digital and platform solutionsManage external stakeholder relationships – AMCs, market intermediaries, vendors - ensuring strategic alignment and joint value creationEngage with global, regional, and local stakeholders to secure funding, prioritization, and alignment with the broader wealth strategyAt least 10-12 years of relevant experience in a Bank of NBFC managing Wealth InsuranceMBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferredStrong analytical and problem-solving skillsDemonstrate behaviours consistent with HSBC ValuesSkills in product management, financial planning and communicationIndustry and sector knowledgeKnowledge of sales and service techniques and modelsExcellent interpersonal skillsPresentation, Data management and Product analysis knowledgePlanning and organising skillsAdditional Information
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as requiredUseful Link
Link to Careers Site: ClickHERE
You’ll achieve more at HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
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At least 10-12 years of relevant experience in a Bank of NBFC managing Wealth InsuranceMBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferredStrong analytical and problem-solving skillsDemonstrate behaviours consistent with HSBC ValuesSkills in product management, financial planning and communicationIndustry and sector knowledgeKnowledge of sales and service techniques and modelsExcellent interpersonal skillsPresentation, Data management and Product analysis knowledgePlanning and organising skillsAdditional Information
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as requiredUseful Link
Link to Careers Site: ClickHERE
You’ll achieve more at HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
====================================================================================================