GLOBAL ROLE PROFILE TEMPLATE

Business: Commercial Banking Role Profile Date: Jun 2017

Role Title Strategic Business Change Consultant GHRS Job Code: TBC

New or Existing Role? ×New Existing

Role Holder’s Name (for more than one, note “multiple”) Current Global 5
Career Band:

Immediate Supervisor’s Name & Role Title (plus Functional reporting lines, if any)

Strategic Business Change Manager

Customer Segment & Location:

(Country/Department) Commercial Bank, any location

Role Purpose(overall high level summary of the role)

The purpose of this role is to help in shaping and executing against CMB’s global strategic change agenda.
Strategic Business Change Consultants would support the Strategic Business Change Managers in collaborating
with the Business on the need & nature of change to leverage the opportunities and manage the challenges in the
industry.
The role holders would be expected to work with Strategic Business Change Managers or work independently on
smaller projects in driving the business towards well-reasoned decisions in matters of strategic, organisational,
operational and technological investment. Where required they would work with the Global Functions & external
vendors to help shape, deliver & embed sustainable change successfully i.e. ‘landing’ strategy within the business
through unified execution capability
They would have some experience in shaping and executing against a global business strategic change agenda.
The role holder needs to be an energized, ambitious and high performing change agent who will work with the
change manager in scoping and delivery of global strategic change projects with the business. The role holder is
expected to work independently when required to identify opportunities, challenge conventional thinking and then
shape, prioritise and drive the execution of their change needs with a focus on delivering the desired customer,
colleague, operational and financial outcomes.
The role holders will need to be conversant with most of the facets of the change process including co-creating
business cases and justification for initiatives, supporting the initiation of projects, designing an approach and plan,
supporting the definition of the business architecture, – project management, business analysis, readiness and
implementation needs as well as ensuring project outcomes and benefits materialize. They will need to be abreast
with emerging technology and innovation and their application to solve challenges and improve the quality,
efficiency and effectiveness of the Bank’s proposition and customer and colleague experience.
They will be accountable for the timely and high quality delivery of programmes, adhering to HSBC core
frameworks (Business Transformation Framework, Agile). They will be responsible for managing programme
costs, headcount, risks and issues and will work to ensure benefits and values are realised.

Principal Accountabilities:
Key activities and decision making areas Typical Targets and Measures
Value Creation Target
 Influence and collaborate with stakeholders and business  Deliver strategic change programmes
partners, building strong relationships to ensure consensus and assist Business Partners to achieve
and influence change outcomes. Foster open and honest stated revenue and costs benefits
communication which anticipates stakeholder expectations.
Measure

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 % of target delivered against plan

 Work with stakeholders across CMB and other key Target
stakeholders (Compliance, Audit, Finance, HR etc.) to  Delivery of solutions/target operating
constantly challenge ‘perceived wisdom’ and business models
 Support the development of solutions/TOM/Business model  Deliver strategic change programmes
and to support the recommendation and achievement of buy-in on time and within budget
for the recommended solution/business model and its Measure
implementation approach.
 % of programmes completed within
 Analyse current state legacy solutions/operating models
baseline schedule
against target model to identify gaps and opportunities to
support an effective transition towards the target state  % of programmes completed within
baseline budget
 To help manage the change & its execution and to support
monetisation of benefits.
 Provide direction to Business Analysts & Project Managers to Target
collectively shape & deliver the change effectively  Delight our partners through delivery of
 Influence and obtain buy-in from relevant stakeholders for exceptional service
programme plans, commitments, changes including Measure
requirements, quality assurance plans, budget, schedule,  Improvement in Business Partner Score
scope, risk mitigation and contingency plans

Operational Performance
 Share responsibility for the delivery of highly complex Target
and business critical change effort in accordance with  Effectively manage operational risks
existing industry best practices and methodologies, in the and internal controls
process establishing credibility for the Strategic Business
Measure
Change team
 Number of outstanding risks not
 Proactively monitor areas of concern and risks within the
mitigated to plan
project and provide recommendations to mitigate them to
ensure SLAs of delivery are met
 Promote adherence to project/programme governance Target
model and use defined standards and tools for  Managing cost to baselined plan
processes such as risk logs, change control and Measure
resource requests  Reduced cost & schedule slippages
 Act as a Line Manager to Project Mangers/Business
Analysts engaged in the programme (if required) Target
 Drive a culture of high performance, achievement and  Maximising time spent on generating
ensure pace by identifying and removing barriers to value for Transformation partners
project success.
Measure
 Demonstrate financial acumen to support the
 Improved resource utilization
development of a global business case, including
maximising percentage resource time
investments, detailed benefits and link to overall finances
allocated to partner facing activities
of the business.
 Ensure adherence to frameworks and methodologies
driving a common high performance approach and an Target
Agile approach to change is fully embedded within key  Meeting Transformation sustainable
change programmes cost save target
 Ensure governance processes and decisions are applied Measure
consistently  Deliver Transformation sustainable
 Manage, measure, and track change impacts as a result cost saves as measured against target
of the project/work-stream
Capability and People Development Target
 Help build collaboration between Change teams, the CMB,  Engage workforce to maximise
Operations and IT, sharing good change ideas and ensuring contribution and commitment
change work is recognised across CMB Measure
 Foster a collaborative team environment which supports and  Achieve high score through quarterly
encourages professionalism and development. Pulse survey highlighting enhanced

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 Promote a positive work culture within the team based on people engagement
respect for people, integrity of actions, creativity and Target
collaboration leading to increased productivity  Uplift Change capability through skills
 Drive a performance management based culture to manage and experience development
and improve performance, including effective management of Measure
underperformers and contributing to calibration processes.
 Consistent uplift in Strategic Business
 Support capability build of the Project Managers and Business Change Consulting skills and
Analysts i.e. through sponsoring and advocating community experience as measured through
events, sharing relevant articles / studies / ideas, ensuring percentage of staff exceeding role
regular development and sharing of Global Transformation standards by competency
consulting case studies etc.
Target
 Promote the value of challenging the status quo, seeking to
 Deploy blueprint to plan
improve ways of working and having a forward-thinking
mind-set, in line with the Group’s values and strategy Measure
 Number of priority markets where
blueprint has been deployed

Major Challenges (The challenges inherent in the role that require a continual test of the role holder’s abilities)

 Operate at a management level, working across global business and regions and maintaining a global
perspective on business change.
 Demonstrating the value of Strategic Business Change management in helping to shape the CMB
Businesses change agenda and achieve quick wins for the business, whilst also supporting the development
of long term roadmap for a change initiative.
 To be flexible and adaptable in an environment of constantly changing priorities, challenging bureaucracy and
staying true to the values and strategy of the Group
 To effectively manage stakeholder considerations while maintaining a global outlook
 Creating a true sense of urgency, pace, high performance and collaboration with business partners while
delivering change initiatives
 Staying abreast of external developments in global regulation and competitor activity and understanding the
risks it poses to HSBC
 Ensuring priority change is driven forward with pace, whilst setting and managing realistic expectations,
which often means having hard conversations up front

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Role Context
(The environment and operating conditions of the role including the extent of guidance and authority)

Strategic Business Change Consultant acts as CMB’s change agent, supporting the implementation of the CMB
and Group strategy and is committed to making change a source of sustainable competitive advantage for
HSBC. The Strategic Business Change Consultant will need to support the shaping, execution & embedding of
change across the business – thus delivering a unified change experience to CMB. They are expected to have
knowledge of Group strategy and the challenges or risks the Group faces.

This requires the Strategic Business Change Consultant to operate in the following way:
 Work relatively independently and have the gravitas and acumen to work with business stakeholders. They
should be confident to challenge the business, where appropriate.
 Be self-motivated and driven but able to manage and work in a team whenever required. He / she may not be
subject to close supervision.
 Be easily accessible and available to support global business needs, ensuring they are reactive to CMB’s
needs. Typically he / she should have high energy and sense of urgency with the ability to learn quickly and
assimilate information.
 Work closely with and get support from global businesses and global functions to help shape & deliver the
change. He / she should be able to ‘connect the dots’ between businesses, regions, priority markets and
countries for the business.
 Be able to cope and bring structure to ambiguous situations and problems. He / she will be expected to adopt
an agile and flexible approach to work. Ideally, the role holder should have the ability to move between modes
of thinking (e.g. strategic to analytical; board to drilldown).

Governance should be in accordance with Group standards policy and procedures.

Management of Risk (Operational Risk / FIM requirements)

The jobholder will continually reassess operational risks and likelihood of operational risk occurring. This will be
achieved by reviewing risks associated with the role and inherent in the business, or as identified by CRAO
management team, taking account of changing economic or market conditions, legal and regulatory
requirements, operating procedures and practices, management restructurings, and impact of new processes.

The jobholder addresses any areas of concern in conjunction with line management and/or the appropriate
department. The jobholder is also expected to adhere to programme governance standards to minimise the
likelihood of operational risk.

Observation of Internal Controls (Compliance Policy / FIM requirements)

The jobholder will adopt the Group Compliance Policy by escalating any identified compliance risk in liaison with,
Global Compliance Officer, Area Compliance Officer or Local Compliance Officer. The term ‘compliance’
embraces all relevant financial services laws, rules and codes with which the business has to comply.

This will be achieved by adhering to all relevant processes/procedures and by liaising with Compliance
department about new business initiatives at the earliest opportunity. Also and when applicable, by ensuring
adequate resources are in place and training is provided, fostering a compliance culture and optimising relations
with regulators (wherever relevant)

Role Dimensions (e.g. balance sheet size, lending/expenditure limits, size/volume of transactions, budget)

 The role holder will be part of a Business change team that shapes, delivers & embeds complex business
change to CMB. They will be required to help in engaging, working and monitoring of the performance of
strategic partners to deliver change.

Headcount reporting to this role Direct: 0-8 Indirect: 0 Total:

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Knowledge & Experience / Qualifications (For the role – not the role holder. Minimum requirements of the role)

Knowledge

 Understanding of Innovation within the industry

 Good knowledge of the external environment – regulatory, political, competitors etc.
 An understanding of HSBC Group structures, values, behaviours, processes and objectives
 A good view of the Commercial Banking business and varying degrees of appreciation for strategy,
capabilities, enabling technologies, and governance
 Knowledge of Commercial bank’s business model – i.e. the customer proposition, the channels and
operations, and the key financial performance drivers
 Strong knowledge of business change – functionally, operationally and financially
 Good financial and commercial acumen and the ability to understand and contribute to business cases.
Includes ability to appreciate complex business problems and apply some commercial sense.

Experience

 Proven experience of successfully supporting the shaping & executing against a global business
strategic change agenda
 Experience of having been involved in the management and control of multiple complex global
programmes/business transformation which have ambitious goals and high change requirements
 Proven experience of positive, challenging interactions with Senior stakeholders across the group
 Proven ability in working across multi-disciplinary and multi-cultural diverse work environments
 Strong analytical background and proven ability in analytical rigor
 Knowledge/experience of operating iterative delivery techniques at scale
 Successful experience in developing and retaining critical talent and building an effective team
 Experience of contributing to the development of Target Business and Operating Models and
transformation business case (bottom-up & to-down)

Capabilities

 Innovation and Idea Management

 Business Analysis & Design
 Change and Implementation Management
 Project Management & Commerciality
 Relationship management and influencing skills
 The ability to recognise structural issues within the organisation, functional interdependencies and
cross-silo redundancies
 The ability to support the application of architectural principles to business solutions
 The ability to visualise and help in the creation of high-level models that can be used in future analysis to
extend and mature the business architecture
 Experience modeling business processes using a variety of tools and techniques
 Good interpersonal and communication skills with a proven ability to communicate effectively and
confidently at all levels
 High level of drive and motivation to ensure successful delivery of complex transformational initiatives
 Ability to leverage resources available to achieve goals
 Good organizational and planning skills in order to cope with multiple responsibilities

Qualifications and Accreditations

 Master’s degree (e.g. MBA) in related field or commensurate practical experience

 Good working knowledge of functional area in an operational or consulting capacity
 Industry recognized technical certifications i.e. PMP, CBAP, Master Black Belt – Six Sigma (Optional),
TOGAF (Optional)
 Industry recognized CMB & Risk domain certification (APTFFE, FRM etc.)

Organisational Chart

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Structure chart for Strategic Business Change Consultant

Strategic Bus Change Manager

Strategic Bus. Change Consultant

Project Managers/Business Analysts

Note: Organisation structure changes in progress - chart subject to change and / or local variation.

Approvals (provide name & date approval received):

LOCAL: REGIONAL: GROUP:

(All Bands) (Bands 3+) (Bands 1+)
Immediate Line Manager: Regional Business Head: Group Business Head:

Business / Department Head: Regional HR / Reward Group Performance & Reward

HR Business Partner:

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