Area Director

HSBC; Daliburgh; On-site; GBP 120,000 - 150,000; Full time

Benefits offered by this job

Private healthcare

Enhanced parental/adoption pay

Non-contributory pension

Job summary

HSBC in Guernsey is seeking an experienced Area Director to lead the Premier team and manage a client portfolio, delivering holistic financial planning and wealth guidance.

You will coach relationship managers, ensure high service standards, and build strong local connections to grow HSBC's presence in the Islands.

The role combines team leadership with hands-on client advice, offering tailored development opportunities and a competitive package.

Qualifications

• Strong advisory and holistic financial planning capabilities across a wide range of products and services.
• Excellent communication, influencing and sales skills for needs-based solutions.
• Proven experience in Wealth Adviser, IFA, Financial Planning Manager or similar role.

Responsibilities

• Oversee the Premier Team in Guernsey to meet islanders' banking, lending, investment and insurance needs.
• Coach and develop relationship managers to strengthen capability, performance and career progression.
• Apply HSBC Operating Model to deliver consistent people management, service and sales outcomes.
• Build internal and external connections to strengthen HSBC's presence in Guernsey and embed it in the local community.
• Monitor sales activity and KPIs, using insights to focus the team and achieve business goals.
• Recruit and onboard relationship managers in line with headcount plans and conduct performance reviews.
• Set objectives, address underperformance per policy and provide incentive recommendations.
• Evaluate performance and support development planning across the team.

Skills

Communication skills

Relationship management

Leadership & coaching

Education

Level 4 Financial Planning Diploma

Job description

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction,we offeropportunities, support and rewards that will take you further.

We’reone of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helpingpeople fulfil their hopes and realise their ambitions.

We’recurrently seeking an experienced professional to join our team in the role of Area Director- Guernsey

As Area Director, based in Guernsey you’ll oversee a team of regulated and non-regulated relationship managers while managing your own customer portfolio, helping customers with their holistic financial planning needs across key life events. This role sits at the heart of how we support Islands customers with banking, lending,investmentand insurance needs. Success means building a consistent, high-quality customer experience while meeting businessobjectivesthrough strong sales quality and service standards.You’ll develop the team’s capability through ongoing coaching, performance conversations and sharing best practice.You’ll also strengthen HSBC’s presence in the local community through internal and external connections that support growth and the HSBC brand.

As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

In this roleyou’ll:

• - Oversee the Guernsey Premier Team to meet Islands customers’ banking, lending,investmentand insurance needs
• - Manage a portfolio of customers and advise on holistic financial planning as a trusted adviser through key life events
• - Coach and develop relationship managers to strengthen capability,performanceand career progression within HSBC
• - Apply the IWPB Operating Model and relevant operational guidelines to deliver consistent people management,serviceand sales outcomes
• - Build internal and external connections that strengthen the HSBC brand, attract newcustomersand embed HSBC Guernsey in the local community
• - Monitor sales activity and management information, using insights to focus the team and deliver business goals
• - Run regular team and one-to-one sessions to share priorities, setfocusand address risks and issues early
• - Recruit and onboard relationship managers in line with headcount and resourcing plans
• - Setobjectives, run performancereviewsandtake action to addressunderperformance in line with policy
• - Evaluate performance against KPIs and provide discretionary incentive recommendations in line with Group incentive plans

To be successful in this role you should meet the following requirements:

• - Hold a Level 4 Financial Planning Diploma
• - Bring proven experienceprovidingholistic financial advice across a wide range of products and services
• - Demonstrate experience in a Wealth Adviser, IFA, Financial Planning Manager or similar role
• - Apply deep knowledge of financial planning and wealth products to customer needs
• - Deliver needs-based solutions through effective communication, influencing and sales skills
• - Build long-term partnerships and manage complex relationships with significant clients
• - Manage team performance through objective setting,timelyfeedbackand structured development planning
• - Coach others byidentifyingdevelopment needs, closing knowledgegapsand reinforcing effective behaviours
• - Demonstrate strong knowledge and understanding of retail banking products and services
• - Communicate clearly in writing and speaking with colleagues and senior stakeholders

Strengthening Premier in Guernsey

This role offers the chance to shape how Premier customers are supported across Guernsey through advice,serviceand a consistent team approach.You’ll combine customer-facing work with clear ownership of team performance and development. Ifyou’relooking for a role where you can build capability, deepen customer relationships and strengthen HSBC’s local presence this is a meaningful next step.

Opening upa world of opportunity.

#LI- HSBC

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail]