Wealth Relationship Officer

HSBC • Bellevue, WA

283d • $66,600 - $100,000

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 securities licensed WRO provides sales support to registered securities representatives, as well as an ability to enter trade orders on accounts. The licensed WRO has a strong understanding of the brokerage and banking industry, trading operations, banking products and HSI's (HSBC Securities Inc. USA) brokerage products. Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM).

Requirements

• Series 7, 63 and life and health insurance licenses required. Must be registered or obtain approval for registration with the necessary States where registered representative will be conducting business
• Strong interpersonal and responsiveness skills with good decision making and ability to deliver
• Minimum of three years working in financial services industry
• Knowledge of brokerage products and services, operations supporting them and pertinent regulations affecting their delivery
• Previous experience in Retail/Premier Bank sales preferred
• Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
• Understanding of relationship management systems (CRM and RM Platform, etc.)
• Solid understanding of appropriate branch operational procedures
• Foreign language skills, such as Mandarin and/or Cantonese are required

Responsibilities

• Provide high quality sales support to an individual or team of WRMs
• Reduce the time spent on process and administrative tasks by WRM to increase WRM's capacity to meet clients, address client's needs, and conduct higher value activities which will contribute to the overall cost efficiency ratio
• Support WRMs to manage client contact and service, including, in the absence of WRMs answering client calls, resolving client enquiries on transactional needs, and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
• Provide sales support to licensed sales staff including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement

Benefits

• Competitive pay and benefits package including a robust Wellness Hub
• Tailored professional development opportunities
• Industry-leading volunteerism policy
• Generous matching gift program
• Comprehensive program of immersive Sustainability and Climate Change Initiatives
• Employee Resource Groups for networking and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities