Associate Director, Institutional Coverage, ICG - Team Lead

Functional Description

HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our products and services include advisory, financing, prime services, research and analysis, securities services, trading and sales and transaction banking.

People Responsibility Yes

Reports To

Reporting to Head of Institutional Clients

Role Purpose

Lead the growth of HSBC’s Institutional Client Group coverage business in Taiwan, with particular emphasis on the insurance sector. The role sits within CIB/ICG, reports through Taiwan and regional ICG leadership, and combines senior client origination, strategic relationship management, portfolio oversight and people leadership.

Job Contents

Lead and execute client coverage and origination strategies for priority Taiwan institutional clients, converting opportunities into sustainable, risk-adjusted revenue

Deepen HSBC’s institutional and insurance franchise through sector expertise, senior client connectivity, strategic planning and coordinated access to relevant CIB capabilities

Build and maintain trusted relationships with senior decision-makers across insurers, banks, asset managers, sponsors, sovereign wealth funds, hedge funds and public-sector institutions

Coordinate with Global Banking, Markets, Securities Services, Risk, Compliance and regional and global stakeholders to deliver integrated solutions aligned with client needs and HSBC’s risk appetite

Manage portfolio priorities, client plans, sales pipelines, revenue performance and market intelligence in line with agreed business objectives and regional and global ICG priorities

Lead, coach and develop coverage professionals, fostering an inclusive, collaborative and accountable culture with strong succession and talent development

Act as a First Line of Defence by embedding credit, client due diligence, financial crime, conduct, operational and reputational risk management into all coverage and origination activities

Ensure adherence to HSBC policies, regulatory requirements, delegated authorities and control standards, while escalating material risks, control weaknesses and emerging issues promptly

License/Qualification Requirement

• Experienced in institutional coverage, corporate/investment banking, markets, securities services or a related financial-services role
• Strong knowledge of Taiwan’s insurance sector, institutional investors, banking and relevant regulatory and market developments
• Proven record of senior client origination, relationship development, revenue generation and strategic opportunity conversion
• Demonstrated people-management capability, including coaching, performance management, talent development, delegation and succession planning
• Advanced understanding of credit risk, risk mitigation, CDD, financial crime risk, conduct and regulatory requirements
• Excellent communication, influencing, presentation and stakeholder-management skills; fluent Mandarin and English are expected for the Taiwan client environment
• High integrity, sound judgement, resilience, collaboration and commitment to HSBC values and business principles
• University degree or equivalent professional qualification; postgraduate study is advantageous but not essential

License Requirement

Financial Markets and Professional Ethics Certification 金融市場常識與職業道德

Bank Internal Control and Internal Audit Certification 銀行內部控制與內部稽核測驗

One year of practical training in foreign exchange derivatives/derivatives business at a domestic or overseas financial institution; or at least six months of practical experience in foreign exchange derivatives/derivatives business at a domestic or overseas financial institution