As a Premier Wealth Relationship Manager, you will maximise profit and growth of Premier clients' portfolios, achieve financial targets, and promote our Premier Service to potential customers. You will also manage the total wealth of your clients by matching our financial and investment product solutions to their needs.

To be successful in this role, you should have a Bachelor's degree or relevant experience, minimum of three years proven and progressive financial services and/or retail sales experience, and capabilities in introducing insurance and investment products. You should also have relationship management experience with high net worth clients, strong technical skills, and strong communication, client focus, and influencing skills in wealth management.

You'll achieve more when you join HSBC. We offer opportunities, support, and rewards that will take you further. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. We provide a leading premium proposition through Premier Banking and are present across the world's most important markets, booking centres, and corridors most valued by our clients.

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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.

International Wealth and Premier Banking (IWPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.

Roles & Responsibilities:

Impact on the Business

• Maximize profit and achievement of the growth of Premier clients portfolio
• Achieve agreed financial targets by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships
• Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
• Effective use of tools and information to drive client service delivery and WPB performance
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• Build a high personal and corporate profile in the community in which you are based.

Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand

• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
• Establish and agree client contact strategies in line with Group operating models
• Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

• Own the client relationship with HSBC
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group
• Maintain highest standard of excellence in client service across the team and with individual portfolio
• Ongoing analysis of client portfolios through marketing of ideas and researching clients
• Monitor client satisfaction data implementing portfolio level improvements
• Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
• Treat customer fairly with integrity

Leadership & Teamwork

• To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
• Proactively support others through direct and indirect actions beyond activities particular to this role
• Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi-channel client journey
• Establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs

Operational Effectiveness & Control

• Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
• Agree and manage lending facilities within any agreed Approval Authority (RAA)
• Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
• Adhere to selling process and sales quality requirements

Qualifications & Experience

• Bachelor's degree or equivalent experience
• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
• Capabilities in introducing insurance and investment products
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills
• Strong sales orientation, networking and portfolio management skills
• Sound knowledge of financial services products and services and the client relationship management system
• Understanding of business banking client segment and products and services
• Local regulatory & license requirements
• Job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Able to communicate well in English and local languages

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Senior Counsel - Product & Regulatory (Investment Products)

About the Role

There's a version of investment products legal work that's mostly about maintaining what already exists. Reviewing disclosures that haven't changed in years, advising on products whose architecture was set long before you arrived. This isn't that. Mercury Treasury and Mercury Invest are in some ways still taking shape and must continually rise to the occasion to meet evolving customer needs.

As a Senior Counsel on our Product & Regulatory Legal team, you will serve as the primary legal advisor for Mercury Treasury and Mercury Invest, the products through which Mercury's business and consumer customers access non-deposit investment products. You'll advise across the full product life cycle, including everything from supporting new feature development, drafting disclosures, calibrating on content for marketing and customer communications, and advising on operational matters with regulatory impacts.

What You'll Do

• Own the investment products portfolio and serve as the primary legal advisor for Mercury Treasury and Mercury Invest
• Work across the company, building relationships with product, compliance, risk, engineering, and operations teams
• Advise and support compliance on regulatory matters affecting investment products
• Flex and grow, contributing to other product areas and gaining new experiences and broadening your expertise over time
• Use AI intentionally, bringing a working knowledge of AI tools in legal workflows and a genuine interest in finding new ways to drive efficiency
• Be a storyteller, translating dense regulatory concepts into straightforward, energizing narratives for product teams and other stakeholders
• Stay curious and agile, embracing each new regulation, market shift, or product pivot as a learning opportunity

What You Should Have

• 6+ years of legal experience, with at least 2 of those years focused on non-deposit investment products
• Familiarity with the Investment Advisers Act, Securities Act, Investment Company Act, Regulation Best Interest, Form CRS/ADV, FINRA rules, and related regulatory frameworks
• Some in-house experience is preferred but not required
• Exceptional communication skills
• A proactive sense of ownership
• Strong working knowledge of AI use cases within legal roles and/or financial services generally and genuine interest in using AI to drive efficiency in your work

What Will Make You Successful Here

• You'll be expected to have a point of view, not just about what the regulation requires, but about how the product can meet that bar in a way that's elegant, scalable, and good for customers
• You'll spend a meaningful amount of your time on work that doesn't look like traditional legal practice, such as scoping cross-functional projects, pressure-testing product designs, and building operational processes alongside compliance and ops partners

Total Rewards Package

• The total rewards package at Mercury includes base salary, equity (stock options), and benefits
• Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry
• New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers
• Our target new hire base salary ranges for this role are as follows:

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $219,000 - $273,800
• US employees outside of the New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $197,100 - $246,400
• Canadian employees (any location): $207,000 - $258,700 CAD

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BlackRock is seeking a Vice President to serve as our Commercial Lead for digital partnerships in the EMEA region. As a member of our fast-growing Digital Wealth EMEA team, you will work on some of BlackRock's most strategic, innovative, and high-valued client opportunities.

The Role

We are looking for a Vice President to own end-to-end commercial and deal management across a portfolio of strategic partners. In this role, you will:

• Own end-to-end commercial management for assigned Digital Wealth partnerships, including renewals, renegotiations, and commercial optimisation.
• Lead deal economics, including pricing structures, scenario modelling, and business case development; translate analysis into clear recommendations.
• Manage partnership governance and execution across the lifecycle—tracking contractual obligations, milestones, deliverables, and risks/issues to ensure timely delivery.
• Coordinate cross-functionally with Sales, Product/Investments, Legal & Compliance, Finance, and Strategy to progress approvals, resolve blockers, and deliver outcomes.

Key Responsibilities

• Own end-to-end commercial management for assigned Digital Wealth partnerships, including renewals, renegotiations, and commercial optimisation.
• Lead deal economics, including pricing structures, scenario modelling, and business case development; translate analysis into clear recommendations.
• Manage partnership governance and execution across the lifecycle—tracking contractual obligations, milestones, deliverables, and risks/issues to ensure timely delivery.
• Coordinate cross-functionally with Sales, Product/Investments, Legal & Compliance, Finance, and Strategy to progress approvals, resolve blockers, and deliver outcomes.

What You'll Bring

• Commercial acumen & negotiation skills: experience shaping pricing/terms and delivering outcomes that balance growth, risk, and governance.
• Strong analytical capability: confident building business cases, scenario analysis, and performance views that drive decisions.
• Partnership / business management discipline: proven ability to run multiple workstreams, manage dependencies, and maintain accountability across stakeholders.
• Data-to-action mindset: ability to interpret partner KPIs and market/product signals and translate them into clear actions and recommendations.
• Influence without authority: effective at aligning cross-functional partners and driving momentum in complex environments.
• Executive communication: clear, concise written and verbal communication; ability to create decision-ready materials for senior stakeholders.

Qualifications

• Bachelor's degree (preferred in Economics, Finance, Business, or a related field).
• Typically 7+ years' experience in commercial deal management, partnerships, complex sales/business management, consulting, corporate strategy, or related roles—ideally within financial services, wealth management, asset management, or FinTech.
• Strong stakeholder management and problem-solving skills, with a track record of delivering cross-functional initiatives.
• Experience working with digital platforms and/or distribution partners is a plus; familiarity with ETFs and investment products is beneficial but not required.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

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This role offers broad exposure to the operational aspects of both public and private new-issue markets, including private credit, private equity, hedge funds, SPACs, structured products, and other non-traditional investment types. Qualified candidates will demonstrate existing knowledge of — or enthusiasm to learn — alternative investments, as well as the essential data required to manage them.

Responsibilities:

New Issue Investment Setup & Onboarding

• Provide onboarding support for the data capture of alternative products and investment types, including sourcing data from legal documents, fund administrators, agents, and third-party partners, and coordinating input into internal systems such as Aladdin, eFront, and Unqork.
• Assist in the onboarding lifecycle for alternative investments, with exposure to investment/trade setup, cash management, valuation inputs, and PnL recognition, as well as reconciliation processes and related system implementations.
• Partner with investment teams, GAAPS, Fund Accounting, and Implementations to ensure accurate setup of new private credit and private equity holdings.
• Support Blackrock Global Markets team within the new issue space, including trade allocation and booking within Aladdin.

Data Quality, Reconciliation & Controls

• Assist in trading support and execution functions for private investment funds by monitoring internal and external teams to ensure accurate and timely execution.
• Support data quality initiatives, including security-level reconciliation, review of loan and bond attributes, internal rating validations, and resolution of operational or data exceptions.
• Prepare and maintain process documentation, SOPs, controls, and quality frameworks to support audit readiness and operational consistency.

Cross-Functional Collaboration & Issue Resolution

• Work with external service providers, internal business partners, and other BlackRock groups to transmit and receive product and asset-related data, investigate discrepancies, and resolve operational issues.
• Collaborate closely with partner teams across public and private CMDS to drive alignment, adopt unified workflows, and support cross-training initiatives.
• Engage with global stakeholders (EMEA, APAC, AMRS) on high-priority items such as loan maturity confirmations, credit agreement updates, security master enhancements, and private markets onboarding.

Platform & Analytics Support

• Contribute to CMDS reporting initiatives by assisting with monthly metrics, set up reporting, and data quality dashboards across public and private markets.
• Support system enhancements and configuration for Aladdin, eFront, and related data platforms, including updates to rating agency codes, reference data attributes, and security master fields.
• Participate in group projects and initiatives aimed at scaling CMDS operations, enhancing upstream data capture, and building out the Private Data Operations platform.

Experience and Required Skills

Ideal candidates will have:

• 1–3 years of experience in investment operations, private credit operations, data management, accounting, fund administration, or a related financial discipline.
• A bachelor's degree in accounting, finance, economics, business, or a related field (preferred).
• Familiarity with credit agreements, private loan terms, structured credit, or syndicated lending workflows (a plus).
• Experience working with investment operations platforms (e.g., Aladdin, eFront, Bloomberg, etc.) is highly beneficial but not required.
• A data-oriented profile is preferred.

Additional qualifications:

• Excellent written and verbal communication skills, with the ability to collaborate across multiple teams and geographies.
• Strong analytical and problem-solving abilities, with a detail-oriented approach to data validation and reconciliation.
• Interest in alternative investment products, including private credit, hedge funds, structured products, private equity, and other complex capital structures.
• Demonstrated leadership potential and initiative — comfortable owning processes, improving workflows, and driving outcomes in a fast-paced environment.
• Proficiency in Excel (advanced formulas, pivot tables, data manipulation).
• Familiarity with SQL is desirable, and basic coding experience (e.g. Python) is a plus, though not a requirement.

Our benefits:

To help you stay energized, engaged, and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge, and be there for the people you care about.

Our hybrid work model:

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

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