Private Banking High Net Worth Relationship Manager - LATAM

HSBC Holdings plc; United States; Hybrid; USD 140,000 - 200,000; Full time

Job summary

HSBC Private Banking in Miami seeks a High Net Worth Relationship Manager for LATAM clients. You will acquire, maintain, and grow profitable relationships with UHNW/HNW individuals connected to LATAM, with emphasis on Mexico.

You will work across US and LATAM networks to generate AUM and revenue. You will manage risk, ensure credit quality, and collaborate with product specialists to meet client needs across markets.

Qualifications

• Bachelor's degree required.
• Series 7 and 66 licenses required.
• Fluent in Spanish and English.
• Proven track record in asset gathering and revenue growth.

Responsibilities

• Build and grow relationships with LATAM UHNW/HNW clients.
• Manage risk and ensure credit quality on portfolios.
• Collaborate with US and LATAM networks to source AUM.
• Generate revenue streams and expand cross-sell with product teams.
• Maintain internal controls and comply with regulators.
• Provide analytical financial insights to clients.

Skills

Relationship management

Risk assessment

Internal controls

Asset growth

Communication skills

Financial markets

Financial analysis

Attention to detail

Bilingual Spanish & English

Series 7 & 66 licenses

Bachelor's degree

Education

Bachelor's Degree

Job description

Private Banking High Net Worth Relationship Manager - LATAM

Location: Miami, FL, US, 33131

Brand: HSBC

Area of Interest: Private Banking

Closing Date: Hybrid Worker

Date: 5 Aug 2026

Job description

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.

As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on UHNW and HNW individuals resident in or with a nexus to LATAM, preference Mexico. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on LATAM to generate new AUM and Gross Revenue.

• 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 LATAM network as well as developing self-sourced prospects and referral sources in Mexico
• 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

• Familiarity in working with clients and prospects who are high-potential HNW/UHNW clients
• Proven track record in asset gathering, asset growth and revenue generation
• 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 66 licenses required
• Bachelor's Degree required
• Fluent in Spanish and English

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 and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

Nearest Major Market: Miami