Wealth Relationship Officer

HSBC; Aventura (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism program

Matching gift program

Sustainability initiatives

Job summary

HSBC Holdings plc is seeking a Wealth Relationship Officer to support the Wealth Relationship Manager and team in delivering superior client service for banking and wealth solutions in the US. The role focuses on handling client inquiries, processing transactions, preparing sales documentation, and opening new accounts within the Wealth Center.

The candidate should bring strong banking/brokerage knowledge, financial services experience, and multilingual abilities (Mandarin/Cantonese and

Qualifications

• Strong understanding of the brokerage and banking industry, trading opportunities, and banking/ brokerage products.
• Experience working in the financial services industry.
• Mandarin and/or Cantonese language skillset is mandatory.
• Ability to build relationships and identify opportunities for clients and team members.
• Understanding of relationship management systems and client management experience.
• Knowledge of AML practices and relevant regulatory governance in the US.
• Series 7, 63, Life and Health insurance licenses required.
• Spanish proficiency is mandatory.

Responsibilities

• Support the Wealth Relationship Manager for the banking portions of the assigned portfolio.
• Provide dedicated service and support for banking and wealth products and client day-to-day contacts.
• Serve as the point of contact for clients during Relationship Manager absence, handle inquiries and route to the right channels.
• Provide sales support by preparing documents, inputting data, generating reports, and opening new accounts.
• Open and close the Wealth Center and review/approve day-to-day banking transactions.

Skills

Brokerage knowledge

Financial services

Mandarin/Cantonese

Spanish proficiency

Licenses: Series 7/63

Job description

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

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.

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 facilitiate 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

Qualifications

You'll likely have the following qualifications to succeed in this role:

• Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products
• Experience working in the financial services industry
• Mandarin and/or Cantonese language skillset is mandatory
• 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
• Spanish proficiency is mandatory

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!

The final fixed pay offer will depend on the candidate and a number of 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.