Ultra High Net Worth Relationship Manager

3 weeks ago

New York, New York, United States HSBC Full time
Job Title: Ultra High Net Worth Relationship Manager

At HSBC, we're committed to providing exceptional service to our high net worth and ultra high net worth clients. As a Senior Relationship Manager, you'll play a critical role in acquiring, maintaining, and growing profitable long-term relationships with these clients.

Key Responsibilities:
  • Combine client relationship management with strong risk assessment and management capabilities to ensure the required credit quality and requisite returns on risk.
  • Maintain HSBC internal control standards, including timely implementation of internal and external audit points, as well as 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 your 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 by involving product specialists to ensure product capabilities are in line with HNW and UHNW client requirements.
  • Establish and maintain networks for cooperation with other HSBC businesses to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments.
Requirements:
  • 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 products, ability to provide strong financial and statistical analysis.
  • Attention 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.

As an HSBC employee, you'll 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'll 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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