High Net Worth Relationship Manager, HSBC

HSBC

Location:
United States, Miami

Category:
Banking

Contract Type:
Employment contract

Salary:

155700.00 - 233600.00 USD / Year

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Job Description:

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 Mexico. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on Mexico to generate new AUM and Gross Revenue.

Job Responsibility:

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 Mexico 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.

Requirements:

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
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 66 licenses, may allow for contingency to obtain Series 7 and 66
Bachelor’s Degree required
Applicants must be legally authorized to work in the U.S.

What we offer:

Competitive Total Reward Package with an appropriate mix of fixed pay and variable pay
Robust Wellness Hub
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Tailored professional development opportunities
Diverse and inclusive work environment.

Additional Information:

Job Posted:
July 26, 2025

Expiration:
August 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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High Net Worth Relationship Manager

HSBC

Location:United States, Miami

Category:Banking

Contract Type:Employment contract