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Malik Sarwar

CEO, K2 Leaders at Former Global Head of Sales Management/Wealth Development, HSBC

Profile

Malik has operated at the leading edge of Global Wealth Management industry with 30+ years of experience across the US, Asia, and MENA. He has led Wealth Management organizations to market-leading positions by helping their clients achieve their life goals and dreams. He deploys a genuinely passionate style based on his war stories to motivate leaders and frontline staff to become
exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results.

Currently, Malik is CEO of K2 Leaders Inc, a NYC-based Wealth Management advisory firm which provides teaching, coaching, and consulting for Wealth Management institutes, business schools, and financial industry clients. He is a noted speaker and moderator at industry conferences on topics including: capitalizing on mega-trends, delivering exceptional client experience, transforming business impact, improving sales productivity, innovating financial advisory platforms, and women’s empowerment within the industry. 

As Global Head of Sales Management/Wealth Development at HSBC, Malik transformed the company’s Wealth Management business in 12 markets through a digital transformation program centered on client journeys that resulted in double digit growth of client assets. Prior to that, he launched the WM proposition at Abu Dhabi Islamic Bank. He also served as a Senior Executive at Permal, Merrill Lynch, and Citi. During his 7 years at Citi, he was the President of Citicorp Investment Services (US) and Head of Wealth Management (Asia), growing their market share and profitability. He is a Senior Advisor to Bain & Company and a Council Member of GLG.

Malik and his wife, Najmi, are Development Partners of Acumen, a pioneering social impact organization, and active with Developments in Literacy, a non-profit that provides education to underprivileged girls in rural South Asia. Malik, Najmi, their two daughters, and two sons are avid hikers and scuba divers.

Agenda Sessions