Relationship Manager Associate

HSBC Holdings plc; New York (NY); Vor Ort; USD 95.000 - 140.000; Vollzeit

Zusammenfassung

HSBC Holdings plc in New York is seeking a Relationship Manager Associate to support senior bankers in delivering best-in-class service to UHNW clients and families. This role sits close to complex client needs and bespoke solutions across banking, lending, and investment services.

You will coordinate internal specialists, keep client activity moving smoothly and help maintain a disciplined approach to business development through CRM and pipeline management.

Qualifikationen

• Wealth management or private banking experience required.
• Strong analytical and organizational abilities.
• Excellent communication and client service focus.
• Detail-oriented with high accuracy.
• Proficient in MS Office; CRM experience beneficial.
• Licensing: FINRA Series 7, 63, and 65/66 or willingness to obtain.

Aufgaben

• Serve as primary contact for client inquiries, ensuring timely responses.
• Prepare meeting materials, investment proposals, and client presentations.
• Monitor client portfolios and banking activity to align with goals and risk.
• Ensure compliance with regulatory requirements including cross-border rules.
• Maintain accurate client records and support reviews.
• Coordinate across internal teams to deliver seamless service.
• Escalate potential risks or compliance concerns promptly.
• Support reporting, dashboards, and special projects for the team.

Kenntnisse

Wealth management

Analytical skills

Organizational skills

Communication skills

Attention to detail

CRM usage

Time management

Ausbildung

FINRA Series 7/63/65/66 licenses

Tools

MS Office

Jobbeschreibung

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.

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.

Ready to support UHNW clients with world‑class private banking service?

Why HSBC

HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity

Join our Private Banking Ultra High Net Worth team as a Relationship Manager Associate, supporting senior bankers in delivering best‑in‑class service to UHNW clients and their families. This role sits close to complex client needs and bespoke solutions across banking, lending, and investment services. You’ll coordinate internal specialists, keep client activity moving smoothly and help maintain a disciplined approach to business development through CRM and pipeline management. Success means clients receive timely, accurate support, materials are prepared to a high standard and risks are surfaced early. You’ll also contribute to process improvements that strengthen the overall client experience.

What you'll be doing

• Serve as a primary point of contact for client enquiries, ensuring timely and accurate responses
• Prepare meeting materials, investment proposals, and client presentations
• Monitor client portfolios and banking activity to support alignment with client goals and risk tolerance
• Ensure activity complies with regulatory requirements, including suitability and cross‑border rules
• Maintain accurate client records and support periodic client reviews
• Coordinate across internal teams such as investment specialists, credit, trust, and operations to deliver a seamless experience
• Escalate potential risks or compliance concerns promptly through the appropriate channels
• Support reporting, management dashboards, and special projects for the wider team

What we're looking for

• Bring relevant experience in wealth management, private banking, or financial services
• Demonstrate strong analytical, organizational and communication skills
• Show a consistent focus on accuracy and attention to detail across client and business activity
• Manage priorities effectively in a fast‑paced environment, including under time pressure
• Use MS Office confidently, including Excel, PowerPoint, and Word
• Apply CRM effectively to track business development activity and support pipeline management
• Hold FINRA Series 7 and 63 and 65 or 66 certification or bring equivalent demonstrable capability and a willingness to obtain them within a defined period
• Operate with a strong commitment to confidentiality, ethics, and client service excellence

Elevating the UHNW experience

If you want your work to sit close to meaningful client outcomes and complex private banking needs this role offers a clear platform to build capability and impact. You’ll partner with experienced bankers and specialist teams to keep client relationships running smoothly and help bring ideas into action. You’ll also have space to improve how things work day to day, making the client experience more consistent and more responsive.

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!

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.