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Head of Investment and Wealth Solutions, Uk

3 months ago

Birmingham, Birmingham, United Kingdom HSBC Full time

  • Job description
Role Purpose


The Investments and Wealth Solutions UK Head aims to provide world-class digitally empowered investment and insurance propositions across all WPB client segments and brands, serving client needs both locally, and where appropriate providing, a unique internationally connected offering.


Role holder will be responsible for the end to end oversight and development of the investments, wealth and insurance product offering to clients across Private Bank, Premier and Personal Banking segments in the UK as well as the firstdirect and M&S brands.

The in scope products are designed to support the needs of all clients, including wealth planning, insurance and various investment services.


Principal Accountabilities:

  • Develop and manage a suite of wealth and insurance products and services to meet the strategic plan, delivering against appropriate and suitable customer outcomes, whilst meeting profitability and market share growth targets that is based on customer insights and data
  • Contribute to the delivery of the IWS product and service offering to all clients in the UK (Personal, Premier, HNW, UHNW, firstdirect and M&S), including the Mortgage Protection requirements for HSBC and firstdirect.
  • Develop and lead new initiatives and product ideas for local distribution, as well as some global initiatives in agreement and coordination with Global CIO and Global IWS Product Heads
  • Manage all UK IWS teams, including local client facing investment/wealth product specialists plus entity line management for UK CIO
  • Work with local and global heads of relevant customer segments/brands to optimally deliver Wealth and Insurance strategies with great client outcomes and commercially viable customer journeys
  • Develop a competitive and differentiated Wealth and Insurance strategy in UK for all client target segments and brands
  • Proactively seek out incremental new business opportunities and business expansion potential by managing pricing to maximise profitability.
  • Business Outcome Lead for all UK GPB&W project activity and platforms, helping to improve the client experience through digital and platform enhancements.
  • Supervisory responsibilities for the IWS team operating in the UK including active management of IWS governance forums and active participation in the broader Market governance forums, representing IWS.
  • Responsible for ensuring strong product control, governance and compliance with all regulatory and policy requirements
  • The role holder will have responsibility for the IWS product specialists within the UK, in the respect of product specialists, the role holder will be responsible for IWS operating within the stated risk appetite for the Market. Said risk appetite will have been approved at the relevant governance forum and dynamically managed accordingly, if IWS is to move outside of the defined risk appetite the role holder will be accountable for formulating an agreed plan with stakeholders for moving back into tolerance
  • Role holder will be responsible for chairing the local product and risk committees with individual accountability for decisions made at those committees
  • Meet all regulatory and procedural requirements necessary including, but not limited to, the uplifted requirements of Consumer Duty
  • Nurture a highlymotivated team through effective communication of business directions and objectives alongside a supportive personal development culture
  • Member of:
  • Global IWS ExCo, GPC, GROC, GPB&W Joint Mgt Meeting
  • HBUK CASS Executive Group
  • HTCU Board & ExCo
  • MSUTM Board, ExCo & Investment Committee
  • UK WPB ExCo, RMM, OpCo & TransformCo
- ..plus any other relevant committees as required

Customers / Stakeholders:

  • Head of WPB UK
  • WPB ExCo/RMM including Head of GPB UK
  • Global Head of IWS
  • Global IWS Product Heads
  • Global CEO of GPB&W and relevant direct reports
  • CEO of HSBC UK and relevant direct reports
  • Chair and Board members of HTCU and MSUTM

Major Challenges:

  • Current environment of significant change within WPB.
  • Ensuring products are fit for purpose, appropriately designed, whilst understanding distribution risks even if not owned
  • Creating a joined up wealth offering and operating with a single culture
  • Delivering target growth across the balance sheet; balancing product pricing and prioritisation
  • Meeting all regulatory, risk and compliance obligations in a changing regulatory environment including the increased expectations under Consumer Duty.
  • Adapting to changes in the immediate and midterm economic environment, as a result of coronavirusrelated developments and uncertainty.

Management and Leadership of Non Financial Risks:

  • The role holder will adhere to and promote the Group's Conduct principles.
  • The role holder will continually assess the nonfinancial risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operatin