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Relationship Development Specialist
2 months ago
As a Relationship Manager at HSBC, you will play a critical role in acquiring, maintaining, and growing profitable long-term relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals. This position requires a unique blend of client relationship management, risk assessment, and business development skills.
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.
- Originate 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 collaborating with product specialists to ensure product capabilities align 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.
- 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 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, in a welcoming, diverse, and inclusive work environment.
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.
