Senior Relationship Manager, Ultra High Net Worth/High Net Worth, Private Banking

4 weeks ago

San Francisco, California, United States HSBC Full time

Job description

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.

As a Senior Relationship Manager, you will acquire maintain, and grow profitable long-term relationships principally focused on UHNW individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new AUM and Gross Revenue.

Here's what you can expect:

Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk. Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services from own network. Grow revenues across allocated portfolio, successfully manage and serve existing business relationships and originate new revenue streams. Grow HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with UHNW client requirements. Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments.

For this role, HSBC targets a fixed pay range between $253,700 and $380,500.

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements

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.

Experience working with professionals in the innovation economy, including founders, operations executives and venture capitalists in the high-growth tech and life sciences sector(s).Proficiency in working with clients with illiquid assets and with partner loansFamiliarity in working with clients and prospects who are high-potential future HNW/UHNW clientsAt least 5 years of relationship management experience in the banking sectorProven track record in asset gathering, asset growth and revenue generationExcellent commercial and negotiation skills, Strong customer service focusHighly developed communication skills for use in direct client contact and problem solvingExcellent understanding of financial markets and products, Ability to provide strong financial and statistical analysisAttention to detail and the ability to think creatively to solve problemsSeries 7 and 63 licenses, may allow for contingency to obtain Series 7 and 63 Bachelor's Degree required A developed network of professionals in the innovations economy is desired 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, diverse 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 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.

  • Ultra High Net Worth/high Net Worth Relationship

    2 weeks ago

    San Francisco, California, United States HSBC Full time

    Job descriptionOur 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...

  • Ultra High Net Worth/High Net Worth Relationship Manager

    4 weeks ago

    San Francisco, California, United States HSBC Full time

    Job description 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...

  • Client Service Manager

    2 weeks ago

    San Francisco, California, United States net-worm Full time

    Client Service Manager*San Francisco Bay Area 1 month ago 45 applicants** Welcome backSign in to save Client Service Manager at Baker Street Advisors.Baker Street Advisors LLC (BSA) is a preeminent, private wealth management firm, based in San Francisco. We manage over $14 billion (AUM) in aggregate wealth for 420+ families. We are a team of dedicated...

  • Sr Manager, Relationship Management

    4 weeks ago

    San Francisco, California, United States Charles Schwab Full time

    Your OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.Schwab Charitable's mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make...

  • Private Banker II

    2 weeks ago

    San Francisco, California, United States First Citizens Bank Full time

    Overview:Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...

  • Tax Manager

    2 weeks ago

    San Francisco, California, United States Ascendion Full time

    Job Description: As a Tax Manager specializing in ultra high net worth clients, you will play a pivotal role in managing our clients' complex tax needs. This role requires a deep understanding of tax laws and regulations, as well as the ability to navigate intricate financial structures with precision and expertise. Key Responsibilities: Develop and...

  • Private Wealth Advisor

    4 weeks ago

    San Francisco, California, United States Capital Group Full time

    "I can succeed as a Private Wealth Advisor at Capital Group."One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans...

  • Private Wealth Advisor

    2 weeks ago

    San Francisco, California, United States Capital Group Full time

    "I can succeed as a Private Wealth Advisor at Capital Group." One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans...

  • Senior Administrative Assistant

    7 days ago

    San Francisco, California, United States JPMorganChase Full time

    Job Description Become an integral part of Consumer & Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality.As a Senior...

  • Private Estate Housekeeper

    4 weeks ago

    San Francisco, California, United States Tiger Recruitment Full time

    Our client, a private family estate are looking for a detailed and organized housekeeper to join their household team at their San Jose, CA residence. The role will require weekends and evenings as part of the rotation with longer hours required when the Principals are home. As the Housekeeper you would be working with 2 other top-notch housekeepers,...

  • Senior NET UI Developer

    2 weeks ago

    San Francisco, California, United States Intelliswift Full time

    100% Remote Must Have Skills: 8+ years of experience Required for this role. AngularJs 2 or higher, Jquery, Javascript, Web API, C#, MVC, Entity Framework Nice to have - Architectural Design knowledge, ReactJS, Micro Services concepts,Insurance knowledge, Workers Comp knowledge The Senior .NET and UI Designer/Developer will have experience with Large scale...

  • Market Operations Manager

    2 weeks ago

    San Diego, California, United States UBS Full time

    United States California Business development, Management and Business Support, Operations, Risk, Training and development Global Wealth Management Job Reference City San Diego Job Type Full Time Your role Are you a confident decision maker and problem solver? Do you know how to bring out the best in people? Were looking for an operations manager to: ...

  • Sr Private Banker, PBO

    2 weeks ago

    San Francisco, California, United States Citizens Financial Group, Inc. Full time

    As a Private Office Sr. Banker you will have the opportunity to work in service, support, and sales, while creating a world class experience for clients and prospects in our Private Bank Offices. In this role you are the deposit expert and key service partner for the Business Banker/Relationship Managers' client base. You will have the opportunity to develop...

  • Relationship Manager

    2 weeks ago

    San Francisco, California, United States NodeFlair Full time

    OverviewThe Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client base, with the goal to up-sell the firm's products, translating into a high net retention rate.The Relationship Manager...

  • High School Volleyball Coach

    2 weeks ago

    San Diego, California, United States High Tech High Mesa Full time

    Responsibilities: Develop and implement effective training programs for volleyball players of all ages and skill levels Plan and conduct practice sessions to improve players' technical skills, physical fitness, and game strategies Provide guidance and support to players during games and competitions Evaluate players' performance and provide constructive...

  • net developer

    4 weeks ago

    San Francisco, California, United States Inherent Technologies Full time

    5+ years of experience in Software & WEB API development with Microsoft .NET framework and .Net Core Extensive knowledge and hands-on experience on C# .NET 4.5 onwards .Net Core MVC Web API Strong development experience in Web API RESTFul and SOAP services API design with .Net Core Good understanding of Web Application Architecture Concepts Identity and...

  • Senior .NET Developer

    2 weeks ago

    San Bernardino, California, United States Wizcom Consulting Full time

    About the PositionLooking for a Senior .NET Developer in San Bernardino, CA (locals only) to join our team for a duration of 18+ months with a possible extension. This is an onsite role.We are in need of a skilled full-stack web developer with expertise in Microsoft's development products like .Net, SQL Server, single-page web applications, and Azure...

  • Business Process Manager

    2 weeks ago

    San Diego, California, United States Centura Wealth Advisory Full time

    Career Opportunities with Centura Wealth AdvisoryA great place to work.Careers At Centura Wealth AdvisoryCurrent job opportunities are posted here as they become available.Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced Business...

  • Senior HNW Private Client Advisor

    4 weeks ago

    San Francisco, California, United States Marsh McLennan Agency Full time

    Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior...

  • Senior Lead .NET Developer

    2 weeks ago

    San Jose, California, United States Mindlance Full time

    Position Title:Senior Lead .NET Developer (Web/Windows) Objective:Research, design, implement, and test the Court-DA Hearing Interface Typical. Deliverables:ssess Review and flesh out business requirements to design and implement such interfaceRecommend Design pattern in MS Azure infrastructure and .NET frameworkImplement Review and keep current business...