Area Director

HSBC; Guernsey (WY); On-site; USD 161,000 - 242,000; Full time

Benefits offered by this job

Private healthcare

Enhanced parental/adoption pay

Return-to-work support

Non-contributory pension

Job summary

HSBC is seeking an Area Director based in Guernsey to lead a team of relationship managers and oversee a portfolio of clients. The role focuses on holistic financial planning, banking, lending, investments and insurance, with a strong emphasis on coaching and performance management.

You'll develop capabilities, strengthen client partnerships, and drive growth while aligning with HSBC's standards and local community presence in the Channel Islands.

Qualifications

• Proven ability to advise on a wide range of wealth products and services.
• Deliver needs-based financial solutions through effective communication and sales skills.
• Hold a Level 4 Financial Planning Diploma and demonstrate holistic financial planning knowledge.

Responsibilities

• Oversee the Guernsey Premier Team to meet 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, performance and career progression.
• Apply the operating model and guidelines to deliver consistent people management, service and sales outcomes.
• Build internal and external connections to strengthen HSBC's brand and community presence.
• Monitor sales activity and performance data to drive business goals.
• Recruit and onboard relationship managers in line with headcount plans.
• Set objectives, run reviews and address underperformance per policy.

Skills

Relationship management

Holistic financial planning

Leadership coaching

Sales skills

Stakeholder engagement

Education

Level 4 Financial Planning Diploma

Job description

Area of Interest: Asset and Wealth Management

Role Workstyle:

Date: 21 Sept 2026

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 inGuernseyyou’lloversee 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’lldevelop the team’s capability through ongoing coaching, performance conversations and sharing best practice.You’llalso 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

This role offers the chance to shape how Premier customers are supported across Guernsey through advice,serviceand a consistent team approach.You’llcombine 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 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]