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Relationship Development Specialist

2 months ago

Doral, Florida, 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.

Key Responsibilities
  • Combine client relationship management with strong risk assessment and management capabilities to ensure 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.
Requirements
  • Familiarity in working with clients and prospects who are high-potential future HNW/UHNW clients.
  • At least 5 years of relationship management experience in the banking 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 66 licenses, may allow for contingency to obtain Series 7 and 66.
  • Bachelor's Degree required.
What We Offer
  • Competitive pay and benefits package including a robust Wellness Hub.
  • Welcoming, diverse and inclusive work environment.
  • Empowerment 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.
  • Opportunity 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.