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Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction

Principal Responsibilities

Team Oversight Supervision

Review client meeting notes or investment proposals submitted by ICs (sample basis)Approve or validate large/complex investment recommendations or bespoke portfolio strategiesProvide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts)

Client Engagement

Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICsJoin strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning

Market Monitoring Tactical Alignment

Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds).Ensure team is aligned on talking points and investment narratives for client conversations

Internal Coordination

Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asksProduct Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needsCompliance Risk if required for specific approvals or clarifications

Governance Documentation

Review daily dashboards / surveillance alerts (if available) for IC activitiesEnsure all counselling notes and risk profiling updates are documented as per policyRespond to urgent internal audit or regulatory queries related to investment advisory

Pipeline Performance Reviews

Client engagement activity by ICs (calls/meetings/notesConversion funnel (meeting conducted → implementedTop clients with high opportunity or low engagementTrack AUM movement, product mix, and investment penetration

Campaign Initiative Planning

Plan IC support for

Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration)RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.).Regional events or virtual webinars with clients