Area Director

HSBC•Guernsey, OH

3d•Onsite

About The Position

As Area Director, based in Guernsey you’ll oversee 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, investment and insurance needs. Success means building a consistent, high-quality customer experience while meeting business objectives through strong sales quality and service standards. You’ll develop the team’s capability through ongoing coaching, performance conversations and sharing best practice. You’ll also strengthen HSBC’s presence in the local community through internal and external connections that support growth and the HSBC brand. This role offers the chance to shape how Premier customers are supported across Guernsey through advice, service and a consistent team approach. You’ll combine customer-facing work with clear ownership of team performance and development. If you’re looking for a role where you can build capability, deepen customer relationships and strengthen HSBC’s local presence this is a meaningful next step.

Requirements

Hold a Level 4 Financial Planning Diploma
Bring proven experience providing holistic 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, timely feedback and structured development planning
Coach others by identifying development needs, closing knowledge gaps and 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

Responsibilities

Oversee the Guernsey Premier Team to meet Islands customers’ banking, lending, investment and 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, performance and career progression within HSBC
Apply the IWPB Operating Model and relevant operational guidelines to deliver consistent people management, service and sales outcomes
Build internal and external connections that strengthen the HSBC brand, attract new customers and 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, set focus and address risks and issues early
Recruit and onboard relationship managers in line with headcount and resourcing plans
Set objectives, run performance reviews and take action to address underperformance in line with policy
Evaluate performance against KPIs and provide discretionary incentive recommendations in line with Group incentive plans