Senior Area Manager - Integrated GBA and Premier Small Business Solutions

HSBC International Wealth and Premier Banking (IWPB)

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will:

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• To serve as the strategic engine for HSBC’s integrated Greater Bay Area (GBA) strategy. This position is not only responsible as Area manager and responsible for the SZN area's networking management but also tasked with driving cross-border synergy with the Hong Kong Corridor and bridging the gap between Corporate and Institutional Banking (CIB) and IWPB capabilities. The incumbent will lead the Premier Small Business (PSB) Distribution team to ensure high-value, scaling clients receive a holistic, end-to-end wealth journey as they expand internationally, improving operational efficiency and maximizing regional growth.

• As area Manager, the role will manage through a management team (eg. Head of premier banking relationship, customer development manager, flagship operation manager etc) and across a number of branches/units even cross cities. The role has a central role to play in effectively leading and implementing change as an integral part of delivering the business strategy. Area Manager will in charge of branch team, and customer development team within Tier 1 city or cross Tier 1 and Tier 2 city. The role is to lead and manage flagship branch teams to ensure achievement of the business objectives and deliver the branch performance measures in line with the defined business objectives. If staff manages flagship branch as SBM, his/her responsibility covers Retail and Wealth, managing employees, operation and risk control etc. The detailed requirement as follow:

- Achieve solution performance expectation per group and local requirement, deliver income plan. (e.g. Portfolio Management - driving quality growth of portfolio through expand number of active customers, AUM growth per customer, Net Growth of WQHP, Revenue growth per customer, Product Penetration, Net Growth of Multi-WEM-Product holding customer;    Business Performance Management - driving quality delivery of Performance through quality customer growth (New / ETB), Elite Customer Growth, AUM / NNM Growth, WEM revenue from both investment and insurance

- Build up HSBC culture and drive Equality, Diversity and Inclusion within all relationships. Coach and train staff to build employees' technical knowledge and competency; broadening employees' skillsets; and coach employees to deliver solutions. (e.g. deliver efficient People Development and Experience through by achieving 100% fill-up ratio, Low staff attrition ratio, High engagement, High capability, High performance, Timely recognition, Career Progression, Well-being)

- Ensure staff to deliver good customer experience and meet a wide range of customer needs. (e.g. deliver excellent customer experience through Customer Onboarding, Customer Contact Coverage – Call / Meeting / Digital, Customer Engagement Level – Event, Customer Complaint Handling, iNPS Score

- Operate with the highest standards that meet and exceed all regulatory requirements and ensure that front line act as first line of defense by having right conversations with customers. Ensure deliver high quality of work for our customers/prevent avoidable errors and operational losses and minimizing rework/deliver what our customers expect on time and right first time/ no PCC conduct issue/control the sales quality: deliver effective risk control execution through Sales Quality, Financial Crime Risk – Customer, Financial Crime Risk – Staff, Operational Risk – cash / transaction / service, E-comms, Staff Conduct, Fraud Risk – external / internal

• Lead Premier Small Business (PSB) team and drive team performance ensuring agile responses to the needs of clients. Oversee the seamless integration of international expansion activities (where 80%+ of enterprise "going global" initiatives are concentrated) with IWPB wealth management capabilities.

• Act as the primary catalyst for cross-border synergy between the Shenzhen market and the HK Corridor, capitalizing on Shenzhen’s distinct market dynamics to strengthen strategic leadership and GBA integration.  To Build bridges between the HK Corridor and CIB to maximize cross-business synergy and drive tangible revenue growth across the region.

• Report directly to the Southwest China Regional Manager, providing regular updates on Area performance, GBA progress, PSB performance, and cross-border synergy metrics. Build and maintain strong relationships with key internal stakeholders across CIB, IWPB, and regional distribution teams to facilitate seamless client service.

• Recruit, mentor, and develop a high-performing team capable of navigating the complex GBA market landscape for talent development.

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

- Minimum of 10–12 years of progressive experience in banking, with a proven track record in relationship management, distribution leadership, or strategic business development within the Greater Bay Area.

- Demonstrated experience in managing cross-border client relationships, specifically between Mainland China and Hong Kong.

- Proven ability in team leadership and management.

- Proven ability in Wealth and Retail distribution.

- Proven and progressive management experience.

- Proven ability in relationship management in the Retail sector.

- Demonstrate behaviours consistent with HSBC Values.

- Proven adherence to controls and compliance with no significant breaches.

- Expertise in financial planning and related systems and processes.

Skills

- Strong marketing, sales, management planning, financial, leadership, project management and communication skills and good knowledge and control of risk management.

- Strong planning and organising skills.

- Ability to use numerical data to effectively manage branch performance.

- Excellent industry and sector knowledge.

- Good knowledge of Wealth and Retail distribution techniques and models.

- Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating.

- Coaching sales techniques, best practice and sales management on a team and one to one basis.

- Planning and organising skills.

- Analytical skills.

- Problem solving skills.

Qualifications and Certificates (add local requirements)

- Attain appropriate professional and regulatory qualifications as required by the local market.

- Attain any internal standards as required by market.

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank (China) Company Limited