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 LATAM, preference Mexico. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on LATAM to generate new AUM and Gross Revenue.
As our High-Net-Worth Relationship Manager-LATAM you will:
- Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & 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 US and LATAM network as well as developing self-sourced prospects and referral sources in Mexico
- Expected to grow revenues across allocated portfolio and originate new revenue streams as well as increase HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with UHNW and HNW client requirements
- Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments
You'll likely have the following qualifications to succeed in this role:
- Familiarity in 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 use in 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 licenses 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!
