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 Head of West Region, United States Private Banking, the role holder is responsible for the leadership, strategic execution, and financial performance of HSBC’s Global Private Banking business across the Western region of the United States.

This includes oversight of client segments, front office activities, and regional execution of the US Private Banking strategy.

• The role holder is accountable for delivering sustainable regional growth, strengthening client relationships, and ensuring alignment with HSBC’s global and US private banking strategy, while maintaining the highest standards of risk management, regulatory compliance, and conduct
• As a senior member of the US Private Banking leadership team, the role holder contributes to the execution of national strategy and ensures effective collaboration across regions and global businesses

Principal Accountabilities:

• Full regional Profit and Loss (P&L) accountability for the West Region Private Banking business, including revenue growth, cost management, profitability, and capital efficiency
• Execute the US market strategy within the region, including client segmentation, target markets, and growth priorities, aligned with global GPB strategy
• Drive regional growth, client acquisition, and deepening of existing client relationships
• Lead the delivery of client propositions tailored to regional market dynamics, including investment, lending, and wealth planning solutions
• Align regional business plans with national strategic priorities and performance scorecards
• Make key decisions on matters with financial, legal, and reputational implications within the region
• Ensure optimal deployment of regional resources (financial and human capital) to achieve business objectives
• Oversee regional adherence to booking center practices and global/local standards

Major Challenges

• Deliver sustained growth and profitability in a highly competitive and mature wealth market
• Balance growth ambitions with stringent risk and compliance requirements
• Attract, retain, and develop top private banking talent in a competitive regional market
• Ensure consistent execution of national strategy while adapting to regional client needs

Customers:

• Build and maintain strong relationships with key ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients and Private clients (PC) within the region
• Actively engage in client relationship management for strategic and complex client situations
• Ensure delivery of best-in-class client experience and service standards across the region
• Drive a client-centric culture within the regional business
• Ensure suitability and appropriateness of advice in line with regulatory and internal standards
• Address and resolve client issues promptly, including escalations from risk, compliance, or product governance functions
• Promote cross-border capabilities and global connectivity for clients

Leadership & Teamwork

• Provide strong regional leadership and act as a senior representative of HSBC Private Banking in the West Region
• Lead, develop, and retain high-performing teams, including Relationship Managers and regional leadership
• Drive a high-performance culture aligned with HSBC values
• Create an inclusive and engaging work environment focused on talent development and succession planning
• Act as escalation point for material regional business, risk, or reputational issues
• Collaborate closely with the Head of US Private Banking and other regional heads to ensure consistent delivery of strategy
• Partner with global and product teams to deliver integrated client solutions

Operational Effectiveness & Control

• Ensure robust operational infrastructure supporting front-to-back processes and client lifecycle management within the region
• Maintain effective relationships with control functions (Risk, Compliance, Legal) and ensure adherence to regulatory frameworks
• Embed Global Standards, including Financial Crime Risk (FCR), Conduct, and Operational Risk frameworks
• Ensure adherence to policies on cross-border business, suitability, and tax transparency
• Oversee implementation of governance frameworks and internal controls within the region
• Drive operational efficiency and cost discipline across the regional business
• Ensure effective information security and data protection practices

Management of Risk

• Awareness of the Operational Risk scenarios associated with the role and manages regional activities accordingly
• Ensure appropriate client review processes are conducted across the region
• Balance risk and return in decision-making and maintain effective risk monitoring as the business scales
• Escalate material risks and issues to the Head of US Private Banking as appropriate

Observation of Internal Controls

• Maintains HSBC internal control standards, including timely implementation of internal and external audit points
• Understands and ensures compliance with all relevant internal (FIM) and external rules and regulations
• Ensures adherence to internal controls and all applicable Compliance policies

Knowledge & Experience

• FINRA Licensing requirements (active and valid): Series 7, 63, 9, 10, 24, 66, 53 Municipal, Life and Health
• Deep understanding of the US wealth management and private banking landscape
• Strong knowledge of investment products, credit solutions, and wealth structuring
• Strong awareness of risk management frameworks across banking businesses
• Understanding of HSBC’s global capabilities and value proposition

Education / Relevant Experience / Other Qualifications

• University degree required; advanced degree preferred
• Minimum 10-15 years of experience in private banking or wealth management, with significant leadership experience
• Proven track record in managing regional or large-scale financial services businesses
• Strong understanding of US regulatory environment (at an operational and supervisory level)
• Demonstrated ability to lead within a matrixed, global organization
• Strong client management and business development capabilities

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.

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