High Net Worth Relationship Manager - Mexico and South Florida (Miami, FL, US, 33131)

HSBC
Miami
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Problem solving","Attention to detail","Client-focused","Teamwork"]

Own client relationships with UHNW and HNW individuals connected to Mexico and South Florida, using strong risk assessment to protect credit quality and returns. Maintain internal control standards and support audit/regulatory requirements. Originate and grow investment AUM, lending, and advisory revenue by collaborating across HSBC US and Mexico networks and leveraging product specialists to expand wallet share.

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FursaFursa
HSBC
HSBC
1 day ago

High Net Worth Relationship Manager - Mexico and South Florida (Miami, FL, US, 33131)

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Last checked: 4 minutes agoStatus: Live

Job Summary

Own client relationships with UHNW and HNW individuals connected to Mexico and South Florida, using strong risk assessment to protect credit quality and returns. Maintain internal control standards and support audit/regulatory requirements. Originate and grow investment AUM, lending, and advisory revenue by collaborating across HSBC US and Mexico networks and leveraging product specialists to expand wallet share.
Location: Miami
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Acquire, maintain, and grow profitable long-term relationships with UHNW and HNW clients connected to Mexico and South Florida.
  • •Combine client relationship management with strong risk assessment to ensure required credit quality and returns on risk.
  • •Maintain internal control standards by implementing internal/external audit points and addressing issues raised by external regulators.
  • •Originate target market clients and revenue streams across investment AUM, lending, and advisory services, collaborating with US and Mexico networks.
  • •Grow revenues across an allocated portfolio, developing referral sources and networks and partnering with product specialists to align solutions to client needs.

Pay and Benefits

Perks:Health InsuranceDentalVisionLearning Budget

Key Requirements

  • •Bachelor’s degree required.
  • •Series 7 and 66 licenses required.
  • •Fluent in Spanish and English.
  • •Proven track record in asset gathering, asset growth, and revenue generation for HNW/UHNW clients.
  • •Excellent understanding of financial markets and products, with ability to provide strong financial and statistical analysis.
Experience:Private bankingWealth managementAsset managementHNW/UHNWFinancial services
Education:Bachelor's
Skills:CommunicationProblem solvingAttention to detailClient-focusedTeamwork
Licenses:Series 7Series 66
Languages:SpanishEnglish

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn