HSBC Group

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 Wealth Direct Relationship Officer plays a critical role in client engagement, deepening share of wallet and ongoing relationship management. This role provides support to Wealth Direct Relationship Managers, specifically focusing on being Connected, Accountable, Responsive and Empathic to client opportunities from a needs-based approach.   To deliver high quality engagement, this client facing individual must have a strong understanding of the financial services industry including, but not limited to banking, lending, and brokerage operations.  Work is often performed under the direction of registered securities representatives (Wealth Direct Relationship Manager). 

As our Wealth Direct Relationship Officer you will:

• Drive growth and deepen relationships focusing on our international client base
  
• Support the WDRM(s) by addressing administrative tasks, allowing for increased WRM capacity to engage with clients, address their needs and conduct higher value activities 
• In the absence of WDRMs, manage client contact and service by answering client calls, resolving client inquiries, facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
• Engage the client from a non-securities perspective by introducing new products and services on a needs-based approach to deepen the HSBC relationship and increase revenue for the Bank
  
• Provide sales support to licensed sales staff including preparing and completing documents, managing data entry and report generation, and liaising with support functions to follow through on client process requirements
  
• Assist the Wealth Direct team with all operating needs
  
• Assist in maintaining NDIP (Non-Deposit Investment Products) policy standards and avoiding client confusion between Bank and Wealth products.
  
• Understand and adhere to Group and Company policies and procedures, and meet all required mandatory training requirements
  
• Maintain a working understanding and technical knowledge of relevant products and services
  

For this role, HSBC targets a pay range between $60,000.00 and $75,000.00

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.

You´ll likely have the following qualifications to succeed in this role:

• Strong interpersonal and responsiveness skills with good decision making and ability to deliver
• Minimum of three years working in financial services industry
• Bachelor’s degree in business, accounting, related field, or equivalent experience
• Knowledge of brokerage products and services, operations supporting them and pertinent regulations affecting their delivery
• Previous experience in retail banking and wealth 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
• Knowledge of Anti Money Laundering Knowledge of relevant regulatory governance in US
• Team player, collaborative skills combined with understanding client needs.
  

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. 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.