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HSBC · 9 hours ago

Wealth Relationship Officer

Cupertino, CA

Full-time

Onsite

Mid Level

HSBC is a global bank committed to opening up a world of opportunity for its customers. The Wealth Relationship Officer will support the Wealth Relationship Manager by providing exceptional service to banking and wealth clients, managing client interactions, and assisting with sales support and administrative tasks to enhance overall efficiency.

Financial Services

No H1B

Responsibilities

Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolio

Provide dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as in the day-to-day contact of clients

Serve as the point of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve enquiries and facilitate a smooth hand-off to the correct channels where appropriate

Provide sales support to licensed sales staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized reports on sales activities and entering orders for clients and opening new customer accounts in addition to being part of the Wealth Center team and assisting clients with their day-to-day banking needs through servicing

Open and close the Wealth Center, review and approve day to day banking transactions

Qualification

Brokerage knowledgeFinancial services experienceRelationship managementAnti Money Laundering knowledgeLicenses Series 7Licenses 63Mandarin languageSales supportRelationship building