Relationship Manager
2 days ago
We are seeking a highly skilled and experienced Relationship Manager to join our team at HSBC. As a key member of our Private Banking division, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.
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 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.
- 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, with a strong customer service focus.
- Highly developed communication skills for use in direct client contact and problem-solving.
- Excellent understanding of financial markets and products, with the 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, with the ability to obtain Series 7 and 63 licenses if necessary.
- Bachelor's Degree required.
HSBC is a leading global banking and financial services organization with a long history of innovation and customer service. We are committed to providing 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. Our goal is to provide a welcoming, diverse, and inclusive work environment that empowers our employees to drive HSBC's engagement with the communities we serve.
We are an equal opportunities employer and welcome applications from all qualified candidates. 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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