WEALTH RELATIONSHIP OFFICER
Company: HSBC
Location: Washington
Posted on: October 27, 2024
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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 portfolioProvide 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 clientsIn
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 appropriateProvide 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 servicingOpen 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 productsExperience working
in the financial services industryAbility to build relationships
and identify opportunities to help both clients and team members
achieve their financial goalsUnderstanding of relationship
management systems and experience managing clientsKnowledge of Anti
Money Laundering practices and relevant regulatory governance in
the USSeries 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, Annandale , WEALTH RELATIONSHIP OFFICER, Other , Washington, Virginia
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