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Managing Director, Private Bank Relationship Manager

HSBC • Beverly Hills, CA • 2h ago

Location:

Beverly Hills, CA, US, 90210

Brand: HSBC

Area of Interest: Private Banking

Closing Date: Office Worker

Date: 6 Jul 2026

Job description

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.

As a Managing Director, Private Bank Relationship Manager, you will lead the acquisition, maintenance, and growth of profitable long-term relationships with Private Bank individuals. You will drive strategic client engagement, oversee complex risk management, and ensure exceptional credit quality and returns on risk. The MD will also shape business development initiatives, mentor senior team members, and represent HSBC at the highest levels within the industry.

Strategic Client Leadership:

Build, maintain, and deepen relationships with the most influential Private Bank clients, often including family offices, foundations, and C-suite executives

Develop and execute bespoke financial strategies aligned with clients' global objectives and complex structures

Serve as a trusted advisor, proactively identifying opportunities for portfolio growth, cross-border solutions, and holistic wealth management

Business Development & Brand Representation:

Lead business development efforts, including high-profile networking and industry events, to expand HSBC's Private Bank client base and market presence

Represent HSBC at industry forums, panels, and client events, enhancing the brand's reputation and visibility

Leadership & Teamwork

Mentor and guide senior Relationship Managers and junior team members, fostering a culture of collaboration and excellence

Lead cross-functional teams (investment, trust, tax, credit, legal) to deliver integrated solutions for clients

Establish and maintain networks across HSBC businesses, supporting solutions that span geographical and product boundaries

Operational Effectiveness & Control

Oversee risk assessment and management for the Private Bank portfolio, ensuring alignment with HSBC's risk appetite and regulatory standards

Partner with Compliance, Legal, and Risk teams to identify, escalate, and mitigate risks related to client portfolios and transactions

Ensure timely implementation of audit points and regulatory requirements

Management of Risk

Monitor portfolio exposures (concentration, liquidity, leverage) and ensure alignment with client objectives and risk tolerance

Identify operational inefficiencies and drive process improvements to enhance client experience and reduce risk

Ensure adherence to data privacy and cybersecurity standards

Observation of Internal Controls

Participate in internal audits, control reviews and remediation efforts as needed

Qualifications

FINRA license Series 7 & 66 (or equivalent, as required)

Proven experience in wealth management, with a proven track record managing Private Bank clients and complex portfolios

Demonstrated success in asset gathering, asset growth, and revenue generation at the MD level

Highly developed communication, negotiation, and problem-solving skills for direct client contact and strategic influence

Deep understanding of financial markets, products, and global wealth management trends

Ability to provide advanced financial and statistical analysis

Strong knowledge of financial products: equities, fixed income, alternatives, insurance, and cross-border solutions

Bachelor's degree in finance, economics, or related field required; advanced degree (MBA, JD, etc.) preferred

Professional certifications such as CFP, CFA, or equivalent highly desirable

Experience leading teams and mentoring senior professionals

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!

Your 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.

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: Los Angeles

HSBC

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