Area Director

HSBC Global Services Limited; Daliburgh; On-site; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Private healthcare

Enhanced parental pay

Non-contributory pension

Job summary

HSBC Global Services Limited in Guernsey seeks an Area Director to lead the Premier team, guiding relationship managers across banking, lending, investment and insurance needs. You will oversee a customer portfolio and champion high-quality financial planning and client outcomes.

The role requires a Level 4 Financial Planning Diploma, strong advisory experience, and the ability to build long-term partnerships with major clients while developing the team and driving performance.

Qualifications

• Hold a Level 4 Financial Planning Diploma.
• Bring proven experience providing holistic 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, timely feedback and structured development planning.
• Coach others by identifying development needs, closing knowledge gaps and 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.

Responsibilities

• Oversee the Guernsey Premier Team to meet Islands customers’ banking, lending, investment and insurance needs.
• Manage a portfolio of customers and advise on holistic financial planning as a trusted adviser.
• Coach and develop relationship managers to strengthen capability and performance.
• Apply the IWPB Operating Model and guidelines to deliver consistent people management and outcomes.
• Build internal and external connections that strengthen the HSBC brand in Guernsey.
• Monitor sales activity and management information to focus the team on goals.
• Conduct regular team and one-to-one sessions to set priorities and address risks.
• Recruit and onboard relationship managers in line with headcount plans.
• Set objectives, run performance reviews and address underperformance.
• Evaluate performance against KPIs and provide incentive recommendations.

Skills

Financial planning

Wealth advisory

Relationship management

Team leadership

Communication

Retail banking knowledge

Stakeholder management

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 offer opportunities, support and rewards that will take you further.

We’re one 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, helping people fulfil their hopes and realise their ambitions.

We’re currently 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, investment and insurance needs. Success means building a consistent, high-quality customer experience while meeting business objectives through 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
• a non-contributory pension scheme with a generous employer contribution

In this role you’ll:

• Oversee the Guernsey Premier Team to meet Islands customers’ banking, lending, investment and 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, performance and career progression within HSBC
• Apply the IWPB Operating Model and relevant operational guidelines to deliver consistent people management, service and sales outcomes
• Build internal and external connections that strengthen the HSBC brand, attract new customers and 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, set focus and address risks and issues early
• Recruit and onboard relationship managers in line with headcount and resourcing plans
• Set objectives, run performance reviews and take action to address underperformance 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 experience providing holistic 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, timely feedback and structured development planning
• Coach others by identifying development needs, closing knowledge gaps and 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, service and a consistent team approach. You’ll combine customer-facing work with clear ownership of team performance and development. If you’re looking for a role where you can build capability, deepen customer relationships and strengthen HSBC’s local presence this is a meaningful next step.

Opening up a 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]