Head of Insurance Business Development Americas

HSBC; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

HSBC Asset Management seeks a leader for the Insurance Business Development team in the US and Bermuda. You will drive client engagement, develop strategic plans, and collaborate with Global Insurance, FIG bankers, and other groups to deliver growth.

You will build relationships with life, P&C, and reinsurance clients, prioritize opportunities, and ensure disciplined pipeline progression while upholding regulatory and internal standards.

Qualifications

• Proven client-facing experience in asset management or related banking fields.
• Familiarity with US and Bermuda insurance markets and asset management solutions.
• Understanding of regulatory considerations for insurers and investments.

Responsibilities

• Lead the Insurance Business Development team across the US and Bermuda to grow HSBC Asset Management’s insurance franchise.
• Help deliver commercial outcomes including net new assets and annualized net new revenue.
• Build and execute client action plans with the Head of Insurance Business Development, Americas.
• Engage insurance clients and prospects through meetings and campaigns to maintain relationships.

Skills

Client-facing experience

Relationship-building

Communication skills

Regulatory awareness

Cross-team collaboration

Education

SIE license

Series 7

Series 66

CFA/actuarial/investment credentials (preferred)

Tools

CRM system

Job description

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. HSBC may engage in immigration sponsorship for this position if needed.

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.

This role will lead the Insurance Business Development team in the US and Bermuda, engaging insurance clients and prospects to help grow HSBC Asset Management in the Americas. Focus on executing client engagement activities, supporting business development initiatives, and collaborating across Asset management and the wider HSBC Group to deliver growth outcomes.

What you’ll do:

• Lead the Insurance Business Development team across the US and Bermuda to grow HSBCAsset Management’s insurance franchise
• Help deliver agreed commercial outcomes, including net new assets and annualized net newrevenue
• Build and execute client action plans with the Head of Insurance Business Development,Americas
• Engage insurance clients and prospects (Life, P&C and reinsurance) through meetings,campaigns and ongoing relationship activity
• Identify new business opportunities and support pipeline progression through disciplinedcommercial prioritization
• Partner with the Global Insurance team, US Liquidity team, and Financial Instituitions Group(FIG) bankers in Corporate and Instituitional Banking (CIB) to meetinsurer needs and enablecross-sell
• Contribute to improving HSBC AM’s brand presence in the US and Bermuda throughcoordinated internal and external engagement
• Develop and maintain a strong understanding of HSBC AM capabilities and support ongoingproduct platform development
• Ensure client interactions are properly documented and maintained in the Asset Management Customer Relationship Management (CRM) system
• Operate in line with regulatory expectations, HSBC Global Standards, and Financial CrimeCompliance (FCC) requirements

What you need to succeed:

• Proven client-facing experience in Asset Management or FIG Banking, with exposure toinsurance clients in the region
• Good knowledge of the US and Bermuda insurance market and relevant asset managementsolutions
• Awareness of insurance industry trends and the regulatory environment impacting insurers andtheir investments
• Strong relationship-building skills with the confidence to engage senior-level clients and internalstakeholders
• Proven ability to collaborate across teams (Asset Management, specialist sales, and bankingpartners) to deliver shared outcomes
• Commercial discipline: ability to prioritize effectively and manage competing stakeholderdemands with limited resources
• Strong communication skills, including transparent updates on priorities, changes andchallenges
• High standards of conduct and control: commitment to internal controls, audit readiness, andtimely escalation of issues
• Understanding of Treating Customers Fairly (TCF) principles and how they apply in day-to-dayclient work
• Relevant regulatory licenses required SIE, 7, 66 (or 63 & 65); professional qualificationspreferred (e.g., CFA, actuarial or investment credentials)

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.