Our senior executive delegation, comprising HK Middle East Association And FITMI, conducted an official visit to HSBC Dubai Head office.
Chief Executive Officer, HSBC Bank Middle East Limited, together with his executive committee for Wholesale Banking, Global Markets, and Strategy & Planning.
Purpose of Visit:
To conduct a high-level strategic dialogue on the optimisation and expansion of our joint marketing initiatives across the six-member Gulf Cooperation Council (GCC) markets.
Key Discussion Points:
- Market Landscape & Regulatory Outlook
– Macro-economic and regulatory developments impacting foreign financial institutions in KSA, UAE, Qatar, Kuwait, Bahrain and Oman.
– Anticipated changes to capital-market regulations and their implications for product distribution. - Client Segmentation & Value Proposition
– Refinement of priority client tiers: sovereign wealth funds, semi-government entities, family offices, and large-cap corporates.
– Alignment of ESG and digital-asset capabilities with evolving Gulf investor preferences. - Distribution Architecture
– Leveraging HSBC’s on-the-ground branch, private-banking and investment-banking platforms to accelerate our penetration.
– Co-development of a region-specific digital onboarding journey to shorten Know-Your-Customer (KYC)å turnaround times. - Product Suite & Marketing Road-map
– Joint roll-out calendar for fixed-income, Sukuk, structured solutions and alternative-credit offerings.
– Co-branded thought-leadership programme: quarterly macro reports, invitation-only CIO round-tables, and GCC road-show series (Q1–Q2 next year). - Governance & KPI Framework
– Establishment of a bilateral GCC Strategy Steering Committee, chaired quarterly by both CEOs.
– Agreed success metrics: AUM growth, revenue pool share, client-satisfaction index, and ESG-labelled assets under distribution.
Next Steps:
– HSBC to circulate integrated GCC marketing plan and budget proposal within 15 business days.
– Our team to provide product-specific compliance certifications and local-language marketing collateral templates within the same timeframe.
– Steering Committee inaugural session to be convened virtually in January 20XX to ratify the final joint go-to-market strategy.
We extend our sincere appreciation to Mr. [Surname] and the HSBC leadership team for their hospitality and constructive engagement, and we look forward to a mutually beneficial partnership across the Gulf markets.
官方访问报告 – 汇丰银行迪拜总部
代表团：
我们的高级管理代表团，由香港中东商贸促进会及香港创新科技及制造业联合总会组成，汇丰银行迪拜总部进行了正式访问。
主办方：
汇丰银行中东有限公司首席执行官及其批发银行、全球市场、战略与规划执行委员会。
访问目的：
就优化和扩展我们在六个海湾合作委员会（GCC）市场的联合营销举措进行高级战略对话。
主要讨论要点：
市场格局与监管展望
影响沙特阿拉伯、阿联酋、卡塔尔、科威特、巴林和阿曼外国金融机构的宏观经济和监管发展。
对资本市场法规的预期变化及其对产品分销的影响。
客户细分与价值主张
优化优先客户层级：主权财富基金、半政府实体、家族办公室和大企业。
将环境、社会及治理（ESG）和数字资产能力与不断变化的海湾投资者偏好对齐。
分销架构
利用汇丰在地分行、私人银行和投资银行平台加速我们的市场渗透。
共同开发区域特定的数字客户身份验证（KYC）流程，以缩短客户识别的周转时间。
产品组合与营销路线图
固定收益、伊斯兰债券、结构性解决方案和替代信贷产品的联合推出日历。
联合品牌的思想领导计划：季度宏观报告、邀请制首席投资官圆桌会议以及GCC路演系列（明年第一季度至第二季度）。
治理与KPI框架
成立双边GCC战略指导委员会，由两位首席执行官每季度共同主持。
确定的成功指标：资产管理规模（AUM）增长、收入池份额、客户满意度指数以及ESG标记的分销资产。
后续步骤：
汇丰将在15个工作日内分发整合的GCC营销计划和预算提案。
我们的团队将在同一时间框架内提供产品特定的合规证明和本地语言的营销材料模板。
指导委员会首次会议将在20XX年1月以虚拟形式召开，以确认最终的联合市场进入战略。
我们对汇丰领导团队的热情款待和建设性参与表示诚挚的感谢，并期待在海湾市场建立互利的合作伙伴关系。
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