Head of Wealth Commercialisation - Wealth & Premier Solutions UK
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
This role is responsible for leading the end-to-end commercial activation of our wealth business across the UK for Mass Affluent and Private Banking customers. You will define how we drive revenue and customer growth across investment, advice, and retirement propositions — balancing commercial rigor with customer impact.
This includes developing and executing customer engagement strategies, setting performance targets, shaping proposition monetization tools, and working across teams to embed a commercially driven culture into every aspect of the wealth lifecycle
As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.
In this role you will:
- Shape and lead the commercial roadmap for UK Wealth, driving adoption and profitability whilst defining short- and long-term monetisation strategies for advice, platform, and product wrappers. Translate business priorities into deliverable campaigns, propositions, and journeys.
- Connect Personal & Premier Wealth and Private Banking into the UK WPB Ecosystem for priority projects and functional enablers specific to commercialisation.
- Represent Wealth in a number of key projects such that more robust wealth journeys are designed, tagged, and developed into growth-oriented outcomes with embedded commercialisation design.
- Build and own the commercial measurement playbook and framework, ensuring clarity on what drives AUM growth, conversion, and wealth penetration. Monitor campaign and initiative outcomes.
- Lead SEO/Digital efforts across national markets while managing and developing team members, promoting a culture of rapid experimentation, creativity and staying ahead in growth innovation.
- Constantly review high level performance and spend metrics across each product, journey and customer experience and identify areas of improvement.
To be successful in this role you should meet the following requirements:
- Extensive experience of performance marketing and digital growth experience – essential
- Proven success in working on brand marketing products, brand tracking and Cost of Customer Acquisition reduction – desirable
- Strong experience in experiment design, prioritisation and planning to drive journey and proposition development – essential
- A data SME with an ability to collaborate with data teams to underpin and influence key decisions – essential
- Experience of data-driven product marketing and experimentation – strong understanding of customer journey from data driven perspectives – acquisition, activation and retention – essential
- Prior line management experience – essential
- Wealth Management experience - desirable
This role will be based in London or Birmingham.
Opening up a world of opportunity
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, 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.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:
Email: [email protected]
Telephone: +44 207 832 8500
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