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Private Bank and Wealth Business Partner

Brand: HSBC

Area of Interest: Finance

Location:

New York, NY, US, 10001

Work style: Hybrid Worker

Date: 12 Dec 2025

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.

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.

The position supports the Global Private Banking and Wealth Business. The position will be the business partner for Wealth products across IWPB (Intl Wealth and Premier Banking) and the segment partner for Private Bank. In the wealth product space, the position will be responsible across brokerage, insurance, and managed solutions. In addition to a deep product knowledge the position will also be responsibility for coordinating with distribution teams on sales incentive schemes, campaigns, and Net New Money. Significant analytical understanding of pricing, revenues and cost of all products and the integration of financial and non-financial information will be key for the role holder to drive deep business analysis. Furthermore, an active consultation with the business about product and segment performance is expected. The position will partner with Finance business leads in Lending and Transactional Banking to provide full product coverage to Private Bank segment.

From a finance activity perspective, the position will partner with IWPB OpCo on FRP (Financial Resource Plan), forecast, stress testing, performance analysis and strategic plan. As appropriate the position will own all models used for these activities. The position primarily supports US IWPB CEO (Chief Executive Officer) and their OpCo and Global PB (Private Bank) and IWS (WPS now Wealth Product Solutions) businesses.

As our Private Bank and Wealth Business Partner you will:

+ Lead GPB&W (Global Private Bank and Wealth) business financials with analysis to improve underlying financial performance acting as a trusted advisor to senior management, provide valued commercial insights to challenge and steer business decisions

+ Be responsible for cost management

+ Apply commercial acumen to financial metrics, drive commercial performance and direct business management to focus on profitable activities while building and maintaining business relationships to support strategic change

+ Review consolidated MI (Management Information) to deliver insightful analysis to the business, recommend the necessary MI tools and define reports to be used by senior management

+ Active stakeholder engagement and management to US CEO and OpCo and GPB (Global Private Bank) and IWS businesses

+ Provide actionable insight to support business performance. Central Finance and ALCM (Asset, Liability and capital Management) in support of stress testing and product transfer pricing

+ Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues

+ Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators

You´ll likely have the following qualifications to succeed in this role:

+ Strong financial management experience, or equivalent. Financial Services industry experience with Wealth and Affluent Market Product knowledge preferred

+ Bachelor's degree in finance, accounting, economics, business management, related field or equivalent experience; MBA preferred

+ Strong Analytical Skills. Top Performer background

+ Excellent communication and interpersonal skills with ability to communicate well with all levels of staff, including senior and/or executive management, to include strong business writing skills

+ Proven decision-making skills

+ Strong understanding of business issues and the drivers of business performance

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.

**Nearest Major Market:** Manhattan

**Nearest Secondary Market:** New York City