Wealth Relationship Officer

HSBC•Washington DC, WA

12d

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. 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 As our Wealth Relationship Officer you will: 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

Requirements

Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products
Experience working in the financial services industry
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, may allow for contingency to obtain Series 7 and Life and Health

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.

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