What are the responsibilities and job description for the Wealth Relationship Officer position at HSBC?
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
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.
The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients’ needs and conduct higher value activities which will contribute to the overall cost efficiency ratio.
As Our Wealth Relationship Officer, You Will
Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
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.
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.
The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients’ needs and conduct higher value activities which will contribute to the overall cost efficiency ratio.
As Our Wealth Relationship Officer, You Will
- 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
- Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products
- Experience working in the financial services industry
- Ability to build relationships and identify opportunities to help both clients and team members achieve their financial goals
- Understanding of relationship management systems and experience managing clients
- Knowledge of Anti Money Laundering practices and relevant regulatory governance in the US
- Series 7, 63, Life and Health insurance licenses required
- Mandarin/Cantonese Language is optional
Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
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.