Private Client (PC) Relationship Manager

HSBC • Miami, FL

8d

About The Position

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 ourcustomers, our people, our investors, our communities, and the planet we all share.
As a PC Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on HNW individuals resident in or with a nexus to Brazil. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on Brazil to generate new AUM and Gross Revenue.

Requirements

• Familiarity in working with clients and prospects who are high-potential future HNW/UHNW clients
• At least 5 years of relationship management experience in the banking sector
• 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

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 network as well as developing self-sourced prospects and referral sources in Brazil
• Be 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 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

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees