High Net Worth Relationship Manager - LATAM

HSBC Global Services Limited • Miami, FL

4d • Onsite

About The Position

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.

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
• 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

Nice To Haves

• Preference for Mexico

Responsibilities

• 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

Benefits

• Tailored professional development opportunities
• Competitive pay and benefits package
• Robust Wellness Hub
• Welcoming and inclusive work environment
• Industry-leading volunteerism policy
• Generous matching gift program
• Comprehensive program of immersive Sustainability and Climate Change Initiatives
• Employee Resource Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Senior