HSBC

2 months ago

Private Banking High Net Worth Relationship Manager - LATAM (Miami, FL, US, 33131)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Build and manage UHNW/HNW client relationships focused on LATAM with emphasis on asset gathering, lending and advisory services. Generate new AUM and revenue, maintain internal controls, and collaborate with US/LATAM networks to deliver cross-border solutions for UHNW clients in LATAM, esp. Mexico.

Location: Miami

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•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

Pay and Benefits

Perks:Wellness StipendMatching Gifts

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
•Excellent understanding of financial markets and products

Experience:Private bankingFinancial servicesLatam

Education:Bachelor's

Skills:CommunicationProblem-solvingAttention to detail

Certifications: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: 3.6

Website LinkedIn

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HSBC

2 months ago

Private Banking High Net Worth Relationship Manager - LATAM (Miami, FL, US, 33131)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: Miami

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•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

Pay and Benefits

Perks:Wellness StipendMatching Gifts

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
•Excellent understanding of financial markets and products

Experience:Private bankingFinancial servicesLatam

Education:Bachelor's

Skills:CommunicationProblem-solvingAttention to detail

Certifications:Series 7Series 66

Languages:SpanishEnglish

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC

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: 3.6

Website LinkedIn