Head of Insurance Business Development, Americas

HSBC Global Services Limited • New York, NY

1d

About The Position

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. The focus is on executing client engagement activities, supporting business development initiatives, and collaborating across Asset Management and the wider HSBC Group to deliver growth outcomes.

Requirements

• Proven client-facing experience in Asset Management or FIG Banking, with exposure to insurance clients in the region.
• Good knowledge of the US and Bermuda insurance market and relevant asset management solutions.
• Awareness of insurance industry trends and the regulatory environment impacting insurers and their investments.
• Strong relationship-building skills with the confidence to engage senior-level clients and internal stakeholders.
• Proven ability to collaborate across teams (Asset Management, specialist sales, and banking partners) to deliver shared outcomes.
• Commercial discipline: ability to prioritize effectively and manage competing stakeholder demands with limited resources.
• Strong communication skills, including transparent updates on priorities, changes and challenges.
• High standards of conduct and control: commitment to internal controls, audit readiness, and timely escalation of issues.
• Understanding of Treating Customers Fairly (TCF) principles and how they apply in day-to-day client work.
• Relevant regulatory licenses required SIE, 7, 66 (or 63 & 65).

Nice To Haves

• Professional qualifications preferred (e.g., CFA, actuarial or investment credentials).

Responsibilities

• Lead the Insurance Business Development team across the US and Bermuda to grow HSBC Asset Management’s insurance franchise.
• Help deliver agreed 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 (Life, P&C and reinsurance) through meetings, campaigns and ongoing relationship activity.
• Identify new business opportunities and support pipeline progression through disciplined commercial prioritization.
• Partner with the Global Insurance team, US Liquidity team, and FIG bankers in CIB to meet insurer needs and enable cross-sell.
• Contribute to improving HSBC AM’s brand presence in the US and Bermuda through coordinated internal and external engagement.
• Develop and maintain a strong understanding of HSBC AM capabilities and support ongoing product platform development.
• Ensure client interactions are properly documented and maintained in the Asset Management CRM system.
• Operate in line with regulatory expectations, HSBC Global Standards, and Financial Crime Compliance (FCC) requirements.

Benefits

• Tailored professional development opportunities
• Competitive pay and benefits package
• Robust Wellness Hub
• Welcoming and inclusive work environment
• Industry-leading volunteerism policy
• Generous matching gift program
• Comprehensive program of immersive Sustainability and Climate Change Initiatives
• Employee Resource Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed