Ultra High Net Worth Relationship Manager

HSBC • San Francisco, CA

9d

About The Position

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. The role involves combining client relationship management with strong risk assessment and management capabilities, ensuring the required credit quality and requisite returns on risk. It also requires maintaining HSBC internal control standards, including timely implementation of internal and external audit points and issues raised by external regulators. The role holder will be a core part of the team, originating target market clients focused on investment AUM, lending, and Advisory services from their own network. Responsibilities include growing revenues across allocated portfolios, successfully managing and serving existing business relationships, originating new revenue streams, and growing HSBC’s share of the client wallet by involving product specialists to ensure product capabilities align with UHNW client requirements. Additionally, the role involves establishing and maintaining networks for cooperation 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 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 individuals.
• Combine client relationship management with strong risk assessment and management capabilities.
• Maintain HSBC internal control standards.
• Originate 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.
• Originate new revenue streams.
• Grow HSBC’s share of client wallet involving product specialists.
• Establish and maintain networks for co-operation with other HSBC businesses.

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