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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.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customer's needs.
HSBC is one of the world's largest banking and financial services organisations. We serve more than 40 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Our network covers 65 countries and territories.
HSBC is seeking a high calibre individual to join as Head of Sales- Pensions within HSBC Retirement Services Limited on a permanent contract.
You will be part of a dynamic team in the UK developing a market leading retirement proposition.
Role Purpose Work with senior management of HSBC Retirement Services Limited to develop and deliver the commercial strategy and business development for the HSBC Master Trust.
Lead the business development requirements. Set up sales processes and relationships both with the pensions market in the UK but also internally within HSBC to leverage the distribution network already established.
Manage the sales process through to completion and client pitches.
Maintain and manage sales databases.
Help build the HSBC Master Trust brand and feed in to development through understanding market best practice.
* Lead business development of technical institutional clients within the pensions market through to client pitch to meet the business plan objectives * Develop the HSBC Master Trust brand within the UK pensions market * Create strong reporting on competitors to help drive the commercial strategy of the Master Trust and innovation * Client management and retention
Customers / Stakeholders * HRSL senior management * Trustees and members * HSBC Group partners
Leadership & Teamwork * Work with the HRSL Executive Team, service providers and internal HSBC partners on business development matters * Provide clear feedback/reporting to help further develop the Master Trust * Lead on sales processes and requirements to achieve the business plan and trustee objectives.
Operational Effectiveness & Control * Develop sales processes, clear reporting and sales data bases to manage the business development and sales objectives. * Create clear propositions for business development * Ensure compliance with regulatory guidelines and HSBC processes
Major Challenges * Stakeholder management combining the needs of the Trustees with the HSBC processes * Launching a new Master Trust in a market of established providers * Developing a clear brand in accordance with the strategic business plan, regulation and trustee objectives.
Role Context We are looking for applications from suitably experience pension sales person to help develop and build the HSBC Master Trust.
We are seeking an individual that can develop and maintain exceptional level of relationship and sales support to clients to offer clear insights into the HSBC Master Trust proposition and support the sales or review processes as needed.
As part of the senior management team you will help to achieve the objectives of the business plan and clear sales targets within in, whilst also having the opportunity to be part of the development of a new Master Trust.
Management Risk * Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. * Demonstrates leadership on regulatory and compliance matters. Maintains awareness of risk and minimizes the likelihood of it occurring through its identification, assessment, mitigation and control
Observation of Internal Controls * Maintains HSBC internal control standards and addresses audit points and/or any issues raised by regulators in a timely manner. * Maintains HSBC internal control standards and addresses audit points and/or any issues raised by regulators in a timely manner. Fosters a compliance culture within the team, managing compliance risk and ensuring that the necessary training is completed. Optimizes relations with regulators.
Qualifications - External
Knowledge & Experience / Qualifications * Ideally you will be educated to degree level but this isn't essential. * Pensions qualifications are advantageous ie Trustee Toolkit, PMI or other * Strong investment knowledge * A strong background in DC pension market and regulation is essential with proven sales skills * Demonstrate a track record of managing client relationships * Highly team orientated, with exceptional communication, interpersonal and negotiating skills * Good PowerPoint and IT skills * Highly organised and self-motivated * You'll also need to have a minimum of GCSE (or equivalent) in Math and English at Grade "5" / "C" or higher.
We are a diverse workforce and it is part of our organizational culture, it reflects our belief that diversity of thought, background and perspective make HSBC a stronger organization. We strive to implement a culture that is inclusive, diverse, positive and performance-oriented. Having a diverse workforce allows us to benefit from a variety of perspectives and strengthens our local and global competitiveness. We value diversity in our workforce and encourage all qualified candidates to apply from a variety of perspectives and strengthens our local and global competitiveness. We value diversity in our workforce and encourage all qualified candidates to apply.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.
We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.