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About the Role

The Head of West Region, United States Private Banking is responsible for the leadership, strategic execution, and financial performance of HSBC’s Global Private Banking business across the Western United States. This includes oversight of client segments, front office activities, and regional execution of the US Private Banking strategy, aiming to deliver sustainable regional growth and strengthen client relationships.

Responsibilities

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.
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.
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.
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.
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.
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.

Requirements

Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
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.
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.

Skills

Leadership
Strategic Execution
Financial Performance Management
Client Relationship Management
Risk Management
Regulatory Compliance
Conduct Standards
Profit and Loss (P&L) Management
Market Strategy Execution
Client Segmentation
Growth Prioritization
Client Acquisition
Client Proposition Development
Investment Solutions
Lending Solutions
Wealth Planning Solutions
Performance Scorecard Alignment
Resource Deployment
Booking Center Practices
Talent Attraction and Retention
Team Leadership and Development
High-Performance Culture Cultivation
Inclusive Work Environment Creation
Talent Development
Succession Planning
Cross-functional Collaboration
Operational Infrastructure Management
Control Function Relationship Management
Global Standards Implementation
Financial Crime Risk (FCR) Management
Operational Risk Management
Policy Adherence
Governance Framework Implementation
Internal Controls Management
Operational Efficiency Improvement
Cost Discipline
Information Security
Data Protection
Risk Monitoring
Internal Control Standards Maintenance
Regulatory Compliance
Wealth Management
Private Banking
Investment Products Knowledge
Credit Solutions Knowledge
Wealth Structuring Knowledge
Business Development

Location

West Region, United States

Work Type

Full-time

Experience Level

Minimum 10-15 years of experience in private banking or wealth management, with significant leadership experience.

Education Level

University degree required; advanced degree preferred.

Salary/Compensations

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.

Benefits

Access to tailored professional development opportunities.
Competitive pay and benefits package.
Robust Wellness Hub.
Welcoming and inclusive work environment.
Empowerment to drive HSBC’s engagement with the communities we serve.
Industry-leading volunteerism policy.
Generous matching gift program.
Comprehensive program of immersive Sustainability and Climate Change Initiatives.
Employee Resource Groups for development and networking.

About the Company

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.

Equal Opportunity

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.