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HSBC · 11 hours ago

High Net Worth Relationship Manager

Miami, FL

Full-time

Onsite

Mid, Senior Level

HSBC is committed to opening up a world of opportunity for its customers and is seeking a High Net Worth Relationship Manager focused on UHNW and HNW individuals with connections to Brazil. The role involves acquiring, maintaining, and growing profitable long-term relationships while ensuring risk management and compliance with internal controls.

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 and Brazil network as well as developing self-sourced prospects and referral sources in Brazil

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 UHNW and 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

HNW/UHNW client managementAsset gatheringFinancial markets understandingSeries 766 licensesFinancial analysisCustomer service focusBachelor’s DegreeNegotiation skillsCommunication skillsAttention to detailCreative problem solving