Wealth Center Manager

Company: HSBC
Location: San Francisco
Posted on: May 3, 2025

Job Description:

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.Drive Wealth Center business performance through acquisition, coaching, business development and retention of client relationships. Accountable for overall sales culture, operational, and servicing activities of the wealth center in conjunction with Wealth Center personnel. Contributes to overall wealth center growth, performance, and business development. This role operates in a highly competitive, complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable Premier relationships. This will be achieved through the consistent leadership with respect to sales and servicing of financial service products within the Wealth Center. Accountable for the implementation of the Wealth & Personal Banking (WPB) plan, including overall structure, sales goals, profitability, performance and leads sales prospect management.As our Wealth Center Manager you will:

• Support and drive business development activities and source new high value customers
• Expand market/opportunity beyond individual Wealth Center footprint and local 'Right To Win' opportunities
• Ensure Wealth Center meets and exceeds established sales and revenue goals through robust activity management, while keeping expenses minimized
• Ensure consistency of the merchandising and overall appearance and delivery of Wealth Center services for assigned Wealth Center. Ensure operational integrity, expense control and minimized errors and losses
• Be a champion for the HSBC brand in market served
• Promote the Group's global brand; promote the bank's profile in the community and drive others to do the same. Drive the HSBC customer recommendation
• Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources. Refer to the HNAH Code of Ethics policy and Wealth Management Staff.For this role, HSBC targets a pay range between $135,000.00 and $200,000.00The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
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Keywords: HSBC, South San Francisco , Wealth Center Manager, Executive , San Francisco, California