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HSBC · 2 months ago

High Net Worth Relationship Manager

New York, New York, United States

Full-time

Hybrid

Mid, Senior Level

$156K/yr - $234K/yr

HSBC is a global financial services provider dedicated to opening up a world of opportunity for its customers. The High Net Worth Relationship Manager will focus on acquiring, maintaining, and growing profitable relationships with high-net-worth individuals, ensuring strong risk assessment and management while collaborating with various teams to grow revenues and enhance client solutions.

Financial Services

No H1B

Responsibilities

Combine client relationship management with strong risk assessment and management capabilities ensuring 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 collaborating with US network as well as developing self-sourced prospects and referral sources in the Northeast

Grow revenues across allocated portfolio and originate new revenue streams as well as increase HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with HNW 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

Qualification

Relationship managementAsset growthFinancial analysisCommercial skillsFinancial markets knowledgeCommunication skillsNegotiation skillsBachelor’s DegreeSeries 7 licenseSeries 66 licenseAttention to detailProblem solving