HSBC
Relationship Manager
HSBC, San Francisco, California, United States, 94199
HSBC Relationship Manager San Francisco, California Apply Now
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share.As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals. The role owner will be an exceptional team player and client-focused individual. This individual will establish new relationships and manage existing relationships to generate new Assets Under Management (AUM) and Gross Revenue.As our Relationship Manager you will: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 from own network.Grow revenues across allocated portfolio, successfully manage and serve existing business relationships and originate new revenue streams.Grow HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with HNW and UHNW 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.QualificationsAt least 5 years of relationship management experience in the banking or wealth management sector.Proven track record in asset gathering, asset growth, and revenue generation.Excellent commercial and negotiation skills, strong customer service focus.Highly developed communication skills for use in direct client contact and problem solving.Excellent understanding of financial markets and products, ability to provide strong financial and statistical analysis.Attention to detail and the ability to think creatively to solve problems.Series 7 and 63 licenses, may allow for contingency to obtain Series 7 and 63.Bachelor’s Degree required.In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse, and inclusive work environment.All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.Primary Location:
North America-United States-California-San Francisco
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Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share.As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals. The role owner will be an exceptional team player and client-focused individual. This individual will establish new relationships and manage existing relationships to generate new Assets Under Management (AUM) and Gross Revenue.As our Relationship Manager you will: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 from own network.Grow revenues across allocated portfolio, successfully manage and serve existing business relationships and originate new revenue streams.Grow HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with HNW and UHNW 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.QualificationsAt least 5 years of relationship management experience in the banking or wealth management sector.Proven track record in asset gathering, asset growth, and revenue generation.Excellent commercial and negotiation skills, strong customer service focus.Highly developed communication skills for use in direct client contact and problem solving.Excellent understanding of financial markets and products, ability to provide strong financial and statistical analysis.Attention to detail and the ability to think creatively to solve problems.Series 7 and 63 licenses, may allow for contingency to obtain Series 7 and 63.Bachelor’s Degree required.In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse, and inclusive work environment.All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.Primary Location:
North America-United States-California-San Francisco
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