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Senior Relationship Manager

2 months ago

Miami, United States HSBC Full time
About the Role

As a Senior Relationship Manager at HSBC, you will play a critical role in acquiring, maintaining, and growing profitable long-term relationships with High Net Worth individuals and families. This is a key position that requires exceptional team player and client-focused skills.

Key Responsibilities
  • Client Relationship Management: Combine client relationship management with strong risk assessment and management capabilities to ensure the required credit quality and requisite returns on risk.
  • Business Development: Establish new relationships and manage existing relationships to generate new Assets Under Management (AUM) and Gross Revenue.
  • Team Collaboration: Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services from own network.
  • Revenue Growth: Grow revenues across allocated portfolio, successfully manage and serve existing business relationships, and originate new revenue streams.
  • Client Wallet Share: Grow HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with UHNW client requirements.
  • Network Development: 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.
Requirements
  • Familiarity with High-Net-Worth Clients: Familiarity in working with clients and prospects who are high-potential future HNW/UHNW clients.
  • Relationship Management Experience: At least 5 years of relationship management experience in the banking sector.
  • Asset Gathering and Growth: Proven track record in asset gathering, asset growth, and revenue generation.
  • Commercial and Negotiation Skills: Excellent commercial and negotiation skills, strong customer service focus.
  • Financial Markets and Products: Excellent understanding of financial markets and products, ability to provide strong financial and statistical analysis.
  • Attention to Detail: Attention to detail and the ability to think creatively to solve problems.
  • Licenses and Education: Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66. Bachelor's Degree required.
What We Offer

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. 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.