Vice President, Institutional Portfolio Group

HSBC Holdings plc; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

HSBC Holdings plc seeks a Vice President for Institutional Portfolio Group in New York. You will manage a portfolio of Banks, including Correspondent Banks, coordinating across HSBC to deliver products and services and drive opportunities to execution.

The role requires strong collaboration, deep knowledge of financial markets and risk management, and adherence to AML/KYC standards. Licensing and governance are essential in client engagements and risk controls.

Qualifications

• 7+ years of experience in banking/financial services, with exposure to Financial Institutions.
• Strong collaboration skills and ability to influence across countries, teams and stakeholders.
• Solid understanding of financial markets and banking products (cash management, custody, trade, lending, capital markets).
• Strong risk mindset, familiarity with credit fundamentals and financial crime / AML / KYC expectations.
• Excellent communication and organizational skills; proficient in MS Office; proactive and accountable.

Responsibilities

• Provide day-to-day coverage for a portfolio of Banks, including Correspondent Banks.
• Coordinate across HSBC network to deliver products and services and drive opportunities to execution.
• Plan and deliver client meetings, materials, and events in support of business development and strategy.
• Support revenue generation, product alignment, customer satisfaction and cost discipline.
• Maintain relationships with client contacts and internal stakeholders across regions and product teams.
• Assist origination and execution across HSBC capabilities and products.
• Collaborate with product and risk teams to balance risk and return and meet governance requirements.
• Act as First Line of Defense for financial crime and relationship risk across the portfolio.

Skills

Banking industry experience

Collaboration & influence

Financial markets knowledge

Risk management mindset

Excellent communication

Integrity & values

Education

Bachelor’s degree in a relevant field

Tools

Microsoft Office

Job description

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration.

HSBC is one of the largest banking and financial services organizations in the world, with operations in over 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfill their hopes and realize their ambitions.

Institutional Portfolio Group is the client sector within Institutional Client Group responsible for all aspects of the Group’s relationships with developing or foreign headquartered institutional clients.

The Institutional Portfolio Group (IPG) Vice President will support coverage bankers in managing and growing relationships across a portfolio of Banks, with a particular focus on European and Middle Eastern correspondent banks. The role blends relationship management, business development, transaction execution, and strong ownership of credit and financial crime risk obligations.

The Vice President will coordinate the delivery of HSBC’s global product platform, support high-quality client engagement, and ensure the portfolio is managed in line with HSBC’s internal standards and external regulatory expectations.

As our Vice President, Institutional Portfolio Group, you will:

• Day-to-day coverage for a portfolio of Banks, including Correspondent Banks. The Vice President will assume direct client responsibility
• Proactively coordinate across HSBC’s network to deliver products and services to clients, identifying opportunities and supporting the conversion of ideas into executed outcomes
• Plan and deliver high-profile client meetings, materials, and events that support business development and HSBC’s strategy
• Support revenue generation against targets, product alignment, customer satisfaction, and disciplined cost management
• Maintain effective working relationships with key client contacts and internal stakeholders across regions and product teams
• Support origination and execution across a broad spectrum of HSBC capabilities and products
• Partner with product and risk stakeholders to ensure transactions appropriately balance risk and return, meet internal governance requirements, and protect HSBC from material loss
• Draft and present (as required) credit requests and supporting documentation to senior credit officers and relevant internal committees, demonstrating strong written communication and sound judgement
• Act as a First Line of Defense owner for managing financial crime and relationship risk across the portfolio

You´’ll likely have the following qualifications to succeed in this role:

• Associate/ Vice President-level experience in banking/financial services, ideally with exposure to Financial Institutions (including Correspondent Banking)
• Strong collaboration skills and ability to lead by influence across countries, teams, and senior stakeholders
• Good understanding of financial markets and banking products (e.g., cash management, custody, trade, lending, capital markets, asset finance)
• Strong risk mindset, including familiarity with credit fundamentals and financial crime / AML / KYC expectations (Correspondent Banking risk experience preferred)
• Excellent communication and organizational skills; proficiency in Microsoft Office; willingness to learn quickly and take ownership
• Commitment to acting with integrity and upholding HSBC’s values and business principles
• Bachelor’s degree in an applicable field of study
• FINRA Series 7, 63, and 79 licenses are required. A contingency period to obtain licensing can be provided at manager’s discretion

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.