HSBC
Senior Manager, Wealth Advisory Development (12-Month Secondment)
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Senior Manager, Wealth Advisory Development
We are looking for an experienced Senior Manager, Wealth Advisory Development to help shape the future of Wealth Advisory at HSBC. This 12-month secondment is a high-impact opportunity to turn strategic ambition into measurable delivery—building a scalable, digitally enabled advisory model that improves productivity, strengthens unit economics, and enhances customer outcomes.
Role purpose
You’ll drive the end-to-end transformation of the Wealth Advisory model—bridging strategy, frontline execution, and platform delivery to create an efficient, profitable, and future-proof advisory business. You’ll translate strategy into an executable roadmap, align cross-functional teams, and drive delivery discipline to achieve sustainable outcomes.
Key responsibilities
- Drive delivery of the Wealth Advisory Strategic Execution programme, aligned to business strategy and regulatory direction (including simplified advice propositions).
- Establish and run an execution framework covering roadmap, governance, milestones, reporting cadence, and OKR tracking.
- Drive end-to-end delivery across WPS, Channels, Risk, Finance, COO, and Technology—ensuring momentum, clarity, and accountability.
- Drive the redesign of the future advisory model aligned to AGBR and HBUK wealth strategy, including segmentation, eligibility, and service coverage.
- Define the target operating model and end-to-end customer/service journeys across digital and frontline channels, improving efficiency and client experience.
- Partner closely with Channels and Digital Wealth Platforms to deliver AI-driven financial planning capabilities and launch a scalable digital/simplified advice MVP with strong unit economics.
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Key skills and experience required
- Proven experience leading large-scale transformation programmes, with strong delivery discipline and governance capability.
- Knowledge of wealth including regulatory expectations, customer behaviours, and competitive dynamics.
- Strong senior stakeholder management, with credibility operating at ExCo/Board level and across multiple disciplines.
- Resilient, outcome-driven mindset—able to challenge constructively, secure timely decisions, remove blockers, and deliver at pace.
- Excellent communication and influencing skills, including active listening, clear narrative building, and negotiation at senior levels; able to build collaborative relationships with external partners where required.
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Diversity and Inclusion
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
Accommodations
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via hsbc.recruitment@hsbc.com.
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