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Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. 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.
The Global Head of CRM (Client Relationship Management) is responsible for leading the strategic, operational and commercial management of GPB’s CRM systems, with a primary focus on Microsoft Dynamics. The position demands a blend of technical expertise, strategic and commercial thinking, and leadership capabilities to drive change and achieve business objectives.
Key Areas of Responsibility:
* Domain leadership of the CRM/Sales effectiveness SVS, including the VSIP process and management of the program in partnership with Technology and Transformation
* GPB Product Owner of Microsoft Dynamics, responsible for the overall adoption of Microsoft Dynamics 365 globally, leading training, product development and the commercialization of the tool for front-office teams
* Direct management of the Global design and implementation of Microsoft Dynamics as well as that of the Global expansion of Microsoft Dynamics into other markets starting in 2025
* Collaboration with markets and sales effectiveness to drive front office productivity and commercial activities, including leads management, pipeline, client planning and client contact
* Business owner of the ’Empowering Relationship Managers’ Future State’ architecture for Front Office platforms
Requirements
To be successful in this role you should meet the following requirements:
* Extensive senior level experience in leading teams to deliver global transformation programmes relating to CRM systems within a financial services environment - essential
* An in-depth working understanding of CRM systems including Salesforce and/or MS Dynamics specifically - essential
* Experience within any of the following; Private Banking (desirable), Wealth Management, Asset Management, Commercial Banking or Investment Banking - essential
* High level of commercial acumen with the drive to improve business/commercial performance
* Highly analytical with the ability to influence global senior level stakeholders and various teams/individuals
This role is based in London.
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. Our recruitment processes are accessible to everyone -no matter their gender, ethnicity, disability, religion, sexual orientation, or age.
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