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HSBC · 1 week ago

High Net Worth Relationship Manager

New York, NY

Full-time

Onsite

Mid, Senior Level

HSBC is a global banking and financial services organization committed to opening up a world of opportunity. As a High Net Worth Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships with HNW individuals, focusing on generating new AUM and revenue while ensuring strong 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 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 gatheringFinancial analysisCommercial skillsFinancial markets knowledgeCommunication skillsNegotiation skillsAttention to detailBachelor’s DegreeSeries 7 licenseSeries 66 license