Head of Internal Wholesale Asset Management

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.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Ready to shape investment sales growth across HSBC’s International Private Wealth and Premier Banking (IPWB) segments?

Why HSBC

HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity

This role is responsible for increasing investment sales and product penetration across International Private Wealth and Premier Banking (IPWB) United States customer segments within HSBC Asset Management US (AMUS). Reporting to the Chief Executive Officer (CEO) AMUS you’ll set investment sales strategy across segments and turn client and market needs into commercial plans that deliver investment growth, revenue, and balance objectives. Working closely with IPWB segment specialists, Relationship Managers, and Investment Specialists you’ll strengthen the quality and consistency of investment conversations and customer outcomes. This is a senior role in a regulated environment with clear accountability for suitability, conduct, risk management, and United States regulatory compliance. Success will be reflected in stronger product penetration, higher quality sales activity, and a sustainable control environment alongside commercial results.

What you'll be doing

• Define and agree the investment sales strategy with Heads of each IPWB segment
• Establish the incentive framework, product alignment, customer proposition, and engagement model required to deliver the Annual Operating Plan (AOP)
• Deliver growth through balance increases, revenue management, product penetration, and improved customer outcomes
• Own the Investment Specialist agenda for portfolio reviews with Relationship Managers including suitability assessment, opportunity identification, and risk escalation
• Provide technical investment guidance to Investment Specialists and Relationship Managers to strengthen solution selection, analysis, and client communication
• Define training programs and certification requirements for each IPWB segment and deliver training through Investment Specialists and IPWB specialist teams
• Coordinate the annual calendar of market-view activity and client events across AMUS, IPWB and relevant central functions
• Define and enhance management information (MI) to track performance and use insights to prioritize actions, address underperformance, and report to senior stakeholders

What we're looking for

• Bring substantial experience selling financial assets or investment products in a wealth management context
• Demonstrate strong technical knowledge of investments, financial markets, and wealth-management solutions
• Apply a broad understanding of IPWB customer segments and how their needs differ
• Show experience managing sales capability and influencing senior stakeholders across multiple teams
• Apply strong knowledge of suitability, conduct, risk management, and United States regulatory requirements
• Hold appropriate United States investment and licensing qualifications for the role and relevant activities or bring equivalent demonstrable experience where permitted
• Communicate investment concepts clearly and professionally in English for both client and senior stakeholder audiences
• Use MI and frontline intelligence to identify root causes, agree corrective actions, and strengthen commercial outcomes without weakening controls
• SIE, FINRA Series 7, AND 66 (or 63 & 65) AND Series 24 are required

Strengthening investment outcomes in AMUS

This role is central to HSBC’s growth plan for the United States where investments and Wealth Management play a key part. You’ll connect AMUS and IPWB with clear commercial accountability and operational responsibility while keeping customer outcomes and suitability standards front and center. If you’re looking to shape investment sales strategy, build capability across Relationship Managers and Investment Specialists and improve client journeys at scale we’d like to hear from you. Apply to join HSBC and help deliver sustainable investment growth across IPWB United States segments.

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.