Ultra High Net Worth/High Net Worth Relationship Manager

1 month 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 HNW and 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.

As our Ultra High Net Worth/High Net Worth Relationship Manager you will:

Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on riskMaintain 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 HNW and UHNW client requirementsEstablish 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 pay range between $148,300.00 and $222,500.00
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 You ́ll likely have the following qualifications to succeed in this role: At least 5 years of relationship management experience in the banking or wealth management sector
Proven track record in asset gathering, asset growth and revenue generation
Excellent commercial and negotiation skills, Strong customer service focus
Highly developed communication skills for use in direct client contact and problem solving
Excellent understanding of financial markets and productsAbility to provide strong financial and statistical analysisAttention to detail and the ability to think creatively to solve problems
Series 7 and 63 licenses, may allow for contingency to obtain Series 7 and 63 Bachelor's Degree required In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. 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.

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