Relationship Manager Associate

HSBC•New York, NY

4d•$90,000 - $100,000

About The Position

The Relationship Manager Associate supports senior bankers on HSBC’s Private Banking Ultra High Net Worth team, helping deliver high-quality service to UHNW clients and their families. The role supports complex client needs and bespoke solutions across banking, lending, and investment services by coordinating internal specialists, managing client activity, and maintaining disciplined business-development processes through CRM and pipeline management. Success involves providing timely, accurate client support, preparing high-quality materials, identifying risks promptly, and contributing to process improvements that strengthen the client experience.

Requirements

Relevant experience in wealth management, private banking, or financial services.
Strong analytical, organizational, and communication skills.
Consistent accuracy and attention to detail across client and business activity.
Ability to manage priorities effectively in a fast-paced environment, including under time pressure.
Confident use of MS Office, including Excel, PowerPoint, and Word.
Ability to use CRM to track business-development activity and support pipeline management.
FINRA Series 7 and 63 and 65 or 66 certification, or equivalent demonstrable capability and willingness to obtain the certifications within a defined period.
Strong commitment to confidentiality, ethics, and client service excellence.
Must be legally authorized to work in the United States; HSBC will not provide immigration sponsorship.

Responsibilities

Serve as a primary point of contact for client enquiries and provide timely, accurate responses.
Prepare meeting materials, investment proposals, and client presentations.
Monitor client portfolios and banking activity to support alignment with client goals and risk tolerance.
Ensure activity complies with regulatory requirements, including suitability and cross-border rules.
Maintain accurate client records and support periodic client reviews.
Coordinate with internal teams, including investment specialists, credit, trust, and operations, to deliver a seamless experience.
Promptly escalate potential risks or compliance concerns through appropriate channels.
Support reporting, management dashboards, and special projects for the wider team.
Support business development through CRM and pipeline management.
Contribute to process improvements that strengthen the client experience.