Associate Director Balance Sheet Steering and Optimisation

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Associate Director, Balance Sheet Steering and Optimisation. 

This is an exciting opportunity to build an active steering capability to optimise Banking and Global CIB Return on Tangible Equity (RoTE) and Economic Profit (EP).

As an HSBC employee in the UK, you’ll 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’ll:

• Develop and operate a granular and active steering capability to optimize Banking and Global CIB RoTE


• Collaborate to deliver precision pricing framework and metrics to effectively signal correct economics to bankers, supporting accurate decisioning and growth


• Work with CCM COO to develop and operate a Global Booking Model for Banking


• Operate marginal pricing pilots and capability, including pricing signals to Strategic Client Origination


• Distribute requests to Portfolio Optimisation


• Work with Portfolio Distribution and Optimisation teams to develop effective internal distribution mechanism


• Work with Banking FRM and CCM COO teams for delivery of required changes to banker tools to ensure that the tools accurately inform on the financial resource and returns impact of banker activity


• Develop governance frameworks for the Banking Balance Sheet Steering and Optimisation sub pillar

To be successful in this role you should meet the following requirements:

• Bank treasury experience, including knowledge of market-facing activities


• Knowledge and experience of banking products, including range of distribution channels


• Track record of active balance sheet deployment directly and indirectly across local and remote environments


• High level of drive and motivation to ensure successful delivery of complex transformational initiatives


• Excellent communication skills with the ability to share and present information in a clear, concise and accurate way


• Proven ability in working across multi-disciplinary and multi-culturally diverse work environments, with evidence of managing and satisfying multiple stakeholders and perspectives in a fluid and changing environment


• Strong understanding of HSBC Group structures, processes, values, and behaviours

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, socio-economic background 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 via [email protected].