Ultra High Net Worth / High Net Worth Relationship Manager
Welcome to HSBC, one of the world's largest and most respected banking and financial services organizations. We are currently seeking a highly skilled and dynamic Relationship Manager to join our team and serve our Ultra High Net Worth and High Net Worth clients. In this role, you will have the unique opportunity to work with some of the most affluent and influential individuals, providing them with exceptional financial services and building long-lasting relationships. If you are a motivated and experienced professional with a passion for delivering personalized and strategic financial solutions, we invite you to apply for this exciting position.
- Establish and maintain relationships with Ultra High Net Worth and High Net Worth clients, serving as their primary point of contact for all financial needs.
- Understand clients' financial goals and objectives, and develop customized solutions to meet their individual needs.
- Provide exceptional customer service, ensuring clients feel valued and respected throughout their interactions with HSBC.
- Proactively identify opportunities to deepen client relationships and drive business growth.
- Stay up-to-date on industry trends and market conditions to provide informed financial advice and guidance.
- Collaborate with internal teams, including wealth management, investment banking, and lending, to deliver comprehensive financial solutions to clients.
- Conduct regular reviews of clients' financial portfolios and make recommendations for adjustments as needed.
- Maintain accurate and detailed records of client interactions and transactions.
- Adhere to all regulatory and compliance guidelines to ensure the protection of clients' assets and the reputation of HSBC.
- Continuously seek opportunities for personal and professional development to enhance job performance and contribute to team success.
Bachelor's Degree In Finance, Business, Or A Related Field
Minimum Of 5 Years Of Experience In Wealth Management Or Private Banking
Strong Understanding Of Financial Markets And Products, Including Equities, Fixed Income, And Alternative Investments
Proven Track Record Of Building And Maintaining Relationships With Ultra High Net Worth And High Net Worth Clients
Excellent Communication And Interpersonal Skills, With The Ability To Provide Tailored Financial Advice And Solutions To Meet Clients' Needs And Objectives.
Risk Management
Financial Planning
Client Service
Relationship Building
Portfolio Management
wealth management
Asset allocation
Cross-Selling
Investment Advisory
Private Banking
Trust And Estate Planning
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Ultra High Net Worth / High Net Worth Relationship Manager in New York, NY, USA is $150,000 to $300,000 per year. This can vary depending on the specific company, experience level, and location. Some companies may offer bonuses and commission in addition to base salary.
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HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.
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