Wealth Relationship Officer

HSBC • Beverly Hills, CA

42d

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 our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs and conduct higher value activities which will contribute to the overall cost efficiency ratio

Requirements

• Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products
• Experience working in the financial services industry
• Spanish language skillset required
• Ability to build relationships and identify opportunities to help both clients and team members achieve their financial goals
• Understanding of relationship management systems and experience managing clients
• Knowledge of Anti Money Laundering practices and relevant regulatory governance in the US
• Series 7, 63, Life and Health insurance licenses required

Responsibilities

• Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolio
• Provide dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as in the day to day contact of clients
• Serve as the point of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve enquiries and facilitate a smooth hand-off to the correct channels where appropriate
• Provide sales support to licensed sales staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized reports on sales activities and entering orders for clients and opening new customer accounts in addition to being part of the Wealth Center team and assisting clients with their day to day banking needs through servicing
• Open and close the Wealth Center, review and approve day to day banking transactions

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
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees