1+ months

Market Manager Beverly Hills

Beverly Hills, CA 90210
  • Job Code

At HSBC, the health and well-being of our employees remains of utmost importance.  Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our Beverly Hills, California office.


Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

The role of Market Manager (‘MM’) is to lead, develop and develop a team of Wealth Center Managers (WCM), Investment Consultants (IC) and Relationship Managers (RM) and any other assigned licensed persons, as well as collaborate with the Mortgage and Lending sales team to ensure achievement of the business objectives and key performance indicators of his/her assigned market. The MM has a central role to play in effectively leading and implementing change as an integral part of delivering the Wealth and Personal Banking (“WPB”) strategy. The MM has the role as the FINRA supervisory principal to provide reasonable supervision of the activities of his/her assigned licensed personnel in accordance with applicable regulation and HSBC Securities written supervisory policies.

The Market Manager will supervise the effective implementation of a Wealth Management-led Premium Bank strategy to drive and grow profitable Premium relationships while also identifying and cultivating relationships across all segments. The role will also have accountability for mortgage related activities.

This role will have responsibility to collaborate with a team of loan consultants passionate about inbound and outbound telephone sales activities to meet customer needs for mortgage products, including purchase, refinance, home equity lines and loans of credit, ancillary mortgage services and retail deposit cross-sell of relationship checking to acquire, retain and expand account relationships.


About Us

Our purpose – Opening up a world of opportunity – explains why we exist. We’re here to 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.

Here’s what you might expect on a typical day:

  • Lead your team to deliver the key performance indicators (KPIs) and plan
  • Ensure sales activity management and the sales processes are used to effectively meet customer needs
  • Lead and mentor a team of licensed sales personnel within a designated market, the sales process model, personal financial review, product knowledge and accurate sales techniques of traditional and non-traditional products to current and potential clients to expand customer relationships, meet established sales objectives and contribute to maximized economic profit
  • This role requires strong leadership and collaboration to ensure that loan consultants are successful
  • Monitor and act on sales activity management information and other internal information tools, using them to mentor your team and achieve the business goals
  • Identify and act on factors that would increase local competitiveness
  • Business Performance metrics
  • Utilize the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate FCs use the support provided by specialists
  • Personally lead the application of EDRAS, client funnel management and sales quality standards
  • Accompany sales personnel on calls for larger or more complex accounts and/or clients
  • Implement customer relationship and proposition strategies


Posted: 2022-01-12 Expires: 2022-06-03

HSBC offers the opportunity to develop a fulfilling career within a supportive and inclusive environment. We aim to be a place where everyone can achieve their full potential, regardless of their background.

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Market Manager Beverly Hills

Beverly Hills, CA 90210

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