HSBC

High Net Worth Relationship Manager - Mexico and South Florida

HSBC$125K — $150K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Experience with HNW/UHNW clients in investment and advisory services
  • Proven success in asset gathering and revenue generation
  • Strong communication skills for client engagement
  • In-depth knowledge of financial markets and products
  • Exceptional analytical skills for financial data and insights
  • Strong attention to detail and problem-solving mindset
  • Fluency in Spanish and English required, along with Series 7 and 66 licenses
  • Bachelor's degree mandatory.

Responsibilities

  • Build and nurture long-term relationships with UHNW and HNW clients
  • Assess risk and ensure credit quality in client portfolio management
  • Collaborate with US and Mexico teams for client acquisition and retention
  • Drive growth in revenue by introducing tailored financial solutions
  • Streamline communication across HSBC units to enhance client services

Benefits

  • Access to tailored professional development opportunities
  • Comprehensive Wellness Hub program
  • Supportive and inclusive work environment
  • Encouragement of community engagement through volunteerism initiatives
  • Generous matching gift program
  • Participation in Employee Resource Groups for networking and development
Full Job Description
As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on UHNW and HNW individuals resident in, or with a nexus to, Mexico and South Florida. The role owner will be an exceptional team player and client-focused individual. This individual will establish new relationships focused on Mexico and South Florida to generate new AUM and Gross Revenue. As our High-Net-Worth Relationship Manager - Mexico & South Florida you will: • Combine client relationship management with strong risk assessment and management capabilities, ensuring the required credit quality and requisite returns on risk • Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators • Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services-collaborating with the US and Mexico network-as well as developing self-sourced prospects and referral sources in Mexico and South Florida • Grow revenues across an allocated portfolio and originate new revenue streams, increasing HSBC's share of client wallet by involving product specialists to ensure capabilities align with UHNW and HNW client requirements • Establish and maintain networks for co-operation with other HSBC businesses to support solutions that span geographical/product boundaries and regulatory environments You'll likely have the following qualifications to succeed in this role: • Familiarity working with clients and prospects who are high-potential HNW/UHNW clients • Proven track record in asset gathering, asset growth, and revenue generation • Highly developed communication skills for direct client contact and problem solving • Excellent understanding of financial markets and products • Ability to provide strong financial and statistical analysis • Attention to detail and the ability to think creatively to solve problems • Series 7 and 66 licences required • Bachelor's degree required • Fluent in Spanish and English 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! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

About HSBC

HSBC Holdings plc is a British multinational investment bank and financial services holding company. It is the second largest bank in Europe, with total assets of US$2.984 trillion (as of August 2021). HSBC traces its origin to a hong in British Hong Kong and its present form was established in London by the Hongkong and Shanghai Banking Corporation to act as a new group holding company in 1991; its name derives from that company's initials. The Hongkong and Shanghai Banking Corporation opened branches in Shanghai in 1865 and was first formally incorporated in 1866. The company was renamed The Hongkong and Shanghai Banking Corporation Limited in 1989.
Learn more about HSBC
Size
219,763 employees
Market Cap
$124.1 billion
Industry
Net Income
$5.2 billion
Founded
1880
5 Year Trend
-3.1%
NASDAQ

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