JULIEN FREDERIC JHUBOO
Phoenix
Summary
Experienced banking professional with 22 years of progressive leadership in retail, wealth, and private banking. Proven track record in business development, relationship management, and team leadership. Skilled in identifying growth opportunities, enhancing client portfolios, and delivering high-impact strategies for affluent client segments. Adept at leading cross-functional teams and implementing operational and customer-focused banking initiatives.
Overview
16
16
years of professional experience
Work History
Senior Manager (CEO Office)
HSBC
07.2024 - 02.2025
- Appointed to oversee post-closure activities of HSBC Retail Banking
- Spearheading key projects on finance, operations, and customer transition
- Coordinating strategic alignment of retail services with wholesale banking
Branch Manager, Wealth and Personal Banking
HSBC
08.2016 - 07.2024
- Directed three major retail outlets with a focus on high-net-worth client acquisition and portfolio expansion
- Delivered bespoke financial and investment solutions aligned with global strategy
- Accountable for face-to-face delivery of Wealth and Personal Banking plans
- Led team to exceed performance metrics in sales, compliance, and customer satisfaction
- Managed operational and financial crime risks in line with regulatory standards
Sales & Service Manager, Retail Banking and Wealth Management
HSBC
06.2013 - 07.2016
- Enhanced service culture and optimized sales initiatives
- Led operational risk compliance and team training across outlets
- Oversaw cash operations and recovery objectives
Wholesale Risk Officer (Corporate Risk)
HSBC
02.2013 - 05.2013
- Monitored overdue facilities for corporate clients
- Conducted credit reviews and MI reporting for local and offshore entities
Senior Credit Assessment Officer (Retail Risk)
HSBC
03.2009 - 01.2013
- Assessed and sanctioned structured credit proposals
- Managed Basel II reporting and regulatory compliance
- Contributed to product development and policy reviews
- Credit Card Assessment Officer (2008–2009)
- Credit Risk Management Assistant (2007–2008)
- Investigation & Support Clerk, Salary & Payments Clerk, Clearing Clerk (2002–2007)
Education
Diploma - Professional Banker
Chartered Banker Institute
Certificate - Professional Banker
Chartered Banker Institute
01.2016
BSc (Hons) - Financial Services
University of Mauritius
01.2010
Diplôme Supérieur - Lettres Appliquées
Alliance Française de Maurice
01.2002
Higher School Certificate - undefined
Saint Joseph’s College
01.2002
Skills
- High-Net-Worth Client Relationship Management
- Strategic Business Development
- Team Leadership and Staff Development
- Risk and Compliance Management
- Sales Management & Customer Retention
- Operational Excellence
- Change Management & Project Implementation
Timeline
Senior Manager (CEO Office)
HSBC
07.2024 - 02.2025
Branch Manager, Wealth and Personal Banking
HSBC
08.2016 - 07.2024
Sales & Service Manager, Retail Banking and Wealth Management
HSBC
06.2013 - 07.2016
Wholesale Risk Officer (Corporate Risk)
HSBC
02.2013 - 05.2013
Senior Credit Assessment Officer (Retail Risk)
HSBC
03.2009 - 01.2013
Certificate - Professional Banker
Chartered Banker Institute
BSc (Hons) - Financial Services
University of Mauritius
Diplôme Supérieur - Lettres Appliquées
Alliance Française de Maurice
Higher School Certificate - undefined
Saint Joseph’s College
Diploma - Professional Banker
Chartered Banker Institute
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