Wealth and Private Banking Western Regional Head
Brand: HSBC
Area of Interest: Asset and Wealth Management
Location:
San Francisco, CA, US, 94111
Work style: Hybrid Worker
Date: 31 Oct 2025
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share.
The Regional Market Manager has a central role to play in effectively leading and implementing change as an integral part of delivering the International Wealth and Premier Banking (IWPB) and Global Private Banking (GPB) strategies.
The role of Regional Market Manager is responsible for leading a team of professionals across the continuum between IWPB and GPB. This includes Market Managers in the Premier business, Private Bank Relationship Managers, Wealth Supervisors, and any other assigned licensed persons. The Regional Market Manager also collaborates with product teams to achieve the strategic business objectives of his/her assigned region.
Role success will be achieved by creating and maintaining an environment where the Regional Market Manager and their team maximize performance in achieving the IWPB and GPB strategy while providing the highest sales quality and service standards. The role will ensure the business is effectively run in accordance with the IWPB and GPB Operating Model.
In delivering the IWPB and GPB strategy, role holders must also maintain the highest standards of risk management, supervision, control and compliance required by Group and regulatory standards, closely managing and driving the individual and collective performance of the team.
Implementation of the Operating Model requires the role holder to implement Group standards in customer contact strategy and delivery of those standards in accordance with any country specific requirements (based upon a good understanding of the customer's investment needs, the potential customer base, local market conditions and competitor activity).
A key responsibility is to develop the people within the team, leading and coaching them to maximize their performance and realize their potential within HSBC.
The Regional Market Manager will oversee the effective formulation and implementation of sales and product strategies to acquire new-to-bank business, deepen wallet share and retain existing customers to ensure healthy growth of customer base and achieve the IWPB and GPB ambition of growing the business as the choice of bank for affluent and internationally connected clients, including;
Collaborate with Global Banking and Markets and Commercial Banking and other HSBC entities as well as offshore IWPB and GPB to provide a seamless service experiences and deepen wallet shares
Achieve key performance indicators, including net new money, profit before tax, revenues, expenses, asset balances, liability balances, and return on equity
Drive sales and associated activities and monitor the key metrics to ensure productivity is meeting and/or exceeding market norms and IWPB and GPB plans
Develop, implement and monitor IWPB and GPB strategic plan in respective region, communicating it effectively to all team members with clear expectations and objectives
Work closely with marketing to devise and implement strategies to enhance brand awareness in the region
Actively engage in external events, activities and forums that provide opportunity to build WPB and GPB brand among the industries and target customer group
Responsible for driving a client-centric culture within the organization
Understand current economic trends and its impact on WPB and GPB within assigned region and identify key business opportunities and challenges
Set the long-term strategic vision and direction for assigned region and identify the key steps necessary for achievement in line with WPB and GPB strategies
Provide leadership to motivate the frontline to maximize their potential and create a high performance culture
Lead the team to acquire and grow appropriate relationships and satisfy client needs
Create a clear succession and development plan process to identify external talent and develop talent within the organization
Impact on Business
Create and ensure execution of an external business development strategy, a proactive contact strategy, and a consistent sales cadence and service culture for Wealth, Premier and Private Banking Customers / Stakeholders
Support management sales strategies to market Wealth, Premier and Private Banking products to prospective customers and cross-sell and retain existing customers; establish training programs and performance standards
Monitor service quality standards to ensure new and current customers are provided superior, high quality and courteous service to attract, retain and expand customer relationships
Demonstrate and recommend ways to improve customer service and increase productivity and sales
Assist with the development of the annual budget, maintaining control over expenses to ensure cost-effective operation
Ensure originations activities comply with pertinent compliance, operational, legal and ethical standards to protect Company interests
Customers / Stakeholders
Use the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate sales personnel use the support provided by specialists
Personally manage the application of EDRAS, client funnel management and sales quality standards
Accompany sales personnel on calls for larger or more complex accounts and/or clients
Implement customer relationship and proposition strategies
In conjunction with your team, build a prominent profile in the community in which you are based in a way that builds HSBC's reputation and brand
Leadership & Teamwork
Be a visible role model of the values & behaviors framework, HSBC Leadership capabilities and prioritizing employee engagement and wellbeing
Provide strategic leadership to develop business vision and act as the face of the organization with respect to key clients
Provide on-going coaching to the team to increase business performance, retention and high team engagement
Ensure a fair assessment of performance and provide regular and constructive feedback to those who are under-performing
Continue to develop talent at management level through targeted recruitment and development measures
Operational Effectiveness & Control
To implement the Group compliance policy locally by containing compliance risk in liaison with the Head of Group Compliance, Global Business Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators:
Ensure that supervisory tasks meet full compliance standards as indicated in the supervisory matrix and monthly supervisory log
Ensure that sales and operations are undertaken in accordance with RBWM FIM, BIMs and pertinent regulations
Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss
Specifically ensure active management and compliance with Anti-Money Laundering, Know Your Customer and Sales Quality standards
Ensure team complies with pertinent internal standards and external regulations; ensure accurate tracking of licensing and continuing education requirements
Complete other responsibilities, as assigned
Operational integrity/audit metric
The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
Knowledge & Experience / Qualifications
Bachelor's degree in business, finance, related field or equivalent experience
Extensive product knowledge of International Wealth and Premier Banking with proven sales success and experience in P&L management
Strong digital acumen and proven track record in deploying digital capabilities
Track record of managing and growing International Wealth and Premier Banking client relationship management teams and knowledge of the US and its regulations
Series 7, 9, 10, 63, 65 (or 66 in lieu of the 63 and 65) licenses
Working knowledge of the mortgage banking industry, mortgage products, investor underwriting and compliance guidelines
Strong managerial, sales, analytical, decision-making, and communications skills
Strong verbal and written communication skills with proven leadership capabilities
Proven ability in team leadership and management
Demonstrate behaviours consistent with HSBC Values
Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating
Coaching sales techniques, best practice and sales management on a team and one to one basis
Planning and organizing skills
Problem solving skills
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland
