Wealth and Private Banking Western Regional Head

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

Customers / Stakeholders

Leadership & Teamwork

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 :

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

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.

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