Wealth Relationship Officer

Job description 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 (WRO) works closely with the Wealth Relationship Manager (WRM) 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 WRM to increase their capacity to address clients’ needs and conduct higher value activities which will contribute to the overall cost efficiency ratio.
Here’s what you can expect: As the Wealth Relationship Officer you will provide a pivotal role in supporting the WRM for the banking portions of their assigned portfolio, providing 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.
In instances of WRM absence you will serve as the point of contact for clients, including answering client calls, resolving enquiries and facilitating a smooth hand-off to the correct channels where appropriate.
Your day-to-day responsibilities could include providing 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.
It will be essential to maintain a strong knowledge of the WRM’s portfolio of clients with the support of CRMS and analytical tools.
The role will also include being vital part of the Wealth Center where duties could include opening and closing of the Wealth Center as well as potential review and approval of day to day banking transactions.
For this role, HSBC targets a fixed pay range between $55,000 and $85,000.
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.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits.
Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”).
Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
Requirements 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.
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, may allow for contingency with Series 7 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, diverse 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! #wayup 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.