Apply on Employer Site

HSBC · 1 day ago

Private Client (PC) Relationship Manager

Miami, FL

Full-time

Onsite

Senior Level

5+ years exp

HSBC is a global financial services company committed to opening up a world of opportunity. As a PC Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships with high-net-worth individuals, focusing on investment AUM, lending, and advisory services, particularly for clients with ties to Brazil.

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 Brazil

Be expected to 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 gatheringFinancial markets knowledgeFinancial analysisSeries 766 licensesBachelor’s DegreeCommercial negotiation skillsCustomer service focusCommunication skillsAttention to detailCreative problem solving