Ultra High Net Worth Relationship Manager
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 AUM (Assets Under Management) and Gross 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 (Assets Under Management), lending, and Advisory services from own network. Grow revenues across allocated portfolio, 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 illiquid assets and with partner loans
- Familiarity in working with clients and prospects who are high-potential future HNW (High Net Worth) /UHNW (Ultra High Net Worth )clients
- 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, 66 (or 63 and 65)
- Bachelor’s Degree required
Nice To Haves
- A developed network of professionals in the innovations 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 AUM (Assets Under Management) and Gross 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.
- Originate target market clients focused on investment AUM (Assets Under Management), lending, and Advisory services from own network.
- Grow revenues across allocated portfolio, 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
