Head of Wealth Management & Insurance, HSBC SWAG合集
James is Head of Wealth Management & Insurance for HSBC SWAG合集 based in the new building in Centenary Square, Birmingham. James' career in HSBC has spanned 17 years, beginning as Re-Insurance Manager for HSBC Life soon moving on to be Product Manager still with HSBC Life. James then moved on to the Regional Insurance Team in Canary Wharf covering strategy and planning. In 2011, James moved himself and his family to Malta to become CEO of Life Company and later Head of Customer Value Management.
In 2015, James returned to the SWAG合集 to head up Wealth, FX & Savings. After 3 years holding various positions, James became Head of Wealth & Advice SWAG合集 at the beginning of 2018. The position has grown over the past couple of years to now include Distribution, Centre of Excellence, Insurance and the Trust company, which James holds the position of CEO and a member of the Trust Board. Prior to HSBC, James worked at Nationwide and Zurich where he trained to become an Actuary. This followed his studies at Warwick University and London Business School where he gained his Executive MBA and he most recently has completed his MSc Apprenticeship in Retail & Digital Banking at SWAG合集.
James is married with three sons and lives in Birmingham, he loves reading and listening to music but says he doesn’t have much time for either with three sons!
