Ultra High Net Worth Relationship Manager

HSBC • San Francisco, CA

5d

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. 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. As a Senior Relationship Manager, you will acquire maintain, and grow profitable long-term relationships principally focused on UHNW (Ultra High Net Worth) individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new clients and grow revenue. Here’s what you can expect: 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 from own network Grow revenues across allocated portfolios, successfully manage and serve existing business relationships and originate new revenue streams Grow HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with UHNW (Ultra High Net Worth) 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

• Experience working with professionals in the innovation economy, including founders, operations executives and venture capitalists in the high-growth tech and life sciences sector(s).
• Proficiency in working with clients with both liquid and illiquid assets.
• Familiarity in working with clients and prospects who are high potential future UHNW (Ultra High Net Worth) clients.
• Proven track record in asset gathering, asset growth and revenue generation across investments, lending, and deposits.
• 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, 66 (or 63 and 65).
• Bachelor’s Degree required.

Nice To Haves

• A developed network of professionals in the innovation economy is desired.

Responsibilities

• Acquire, maintain, and grow profitable long-term relationships principally focused on UHNW (Ultra High Net Worth) individuals.
• Establish new relationships and manage existing relationships to generate new clients and grow revenue.
• 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 from own network.
• Grow revenues across allocated portfolios, successfully manage and serve existing business relationships and originate new revenue streams.
• Grow HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with UHNW (Ultra High Net Worth) 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