WEALTH RELATIONSHIP OFFICER
Company: HSBC
Location: Washington
Posted on: October 11, 2024
Job Description:
DescriptionOur 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
- In instances of Wealth Relationship Manager absence you will
serve as the point of contact for clients, 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 transactionsFor this role, HSBC targets a pay range between
$58,700 and $88,100.The final fixed pay offer will depend on the
candidate and a number of variables, including but not limited to,
role responsibilities, skill set, depth of experience and
education, licensing/certification requirements, internal
relativity, and specific work location.At HSBC, our overall goal is
to provide a competitive Total Reward Package, with an appropriate
mix of fixed pay, and variable pay, as part of an employee's
overall total compensation and benefits. Variable pay generally
takes the form of discretionary, annual awards (sometimes referred
to as a "bonus"). Additionally, HSBC offers a wide range of
competitive and flexible benefits designed to help you improve your
health and well-being, finances, and lifestyle.QualificationsYou
-ll likely have the following qualifications to succeed in this
role:
- 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 HealthIn
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.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, diverse 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!All
qualified applicants will receive consideration for employment
without regard to age, ancestry, color, race, national origin,
ethnicity, disability or medical condition, genetic information,
military or veteran service, religion, creed, sex, gender,
pregnancy, childbirth, caregiver status, marital status,
citizenship or immigration status, sexual orientation, gender
identity or expression or any other trait protected by applicable
law.Job Field: Branch and Retail BankingPrimary Location: North
America-United States-District of Columbia-WashingtonReq ID:
0000KOJI
Keywords: HSBC, Bowie , WEALTH RELATIONSHIP OFFICER, Other , Washington, Maryland
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