HSBC

2 months ago

Private Banking High Net Worth Relationship Manager - Asia Markets (Washington, DC, US, 20001)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Coordinate UHNW/HNW client relationships focused on Asia markets and Washington, DC, driving AUM, revenue growth, and cross-border solutions. You will assess risk, maintain controls, collaborate with US networks, and originate new relationships to expand HSBC’s client wallet across geographic and product boundaries.

Location: Washington

Workplace: Onsite

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Acquire, maintain, and grow profitable long-term relationships focused on UHNW/HNW individuals with a nexus to Asia markets and Washington, DC.
•Combine client relationship management with risk assessment and management to ensure credit quality and returns on risk.
•Collaborate with US network and develop self-sourced prospects and referrals in the Washington, DC area to originate new revenue streams.
•Grow revenues across allocated portfolio and increase HSBC’s share of client wallet by coordinating with product specialists to align capabilities with client needs.
•Establish and maintain networks with other HSBC businesses to create solutions spanning geographical/product boundaries and regulatory environments.

Pay and Benefits

Perks:Wellness StipendVolunteerism Policy

Key Requirements

•Bachelor's Degree required. Series 7 and 66 licenses required.
•Familiarity in working with high-potential HNW/UHNW clients; proven track record in asset gathering, asset growth and revenue generation.
•Excellent understanding of financial markets and products; ability to provide strong financial and statistical analysis.
•Highly developed communication skills for direct client contact and problem solving; attention to detail and creative problem solving.
•Additional language skills preferred (Mandarin, Cantonese and/or Hindi fluency).

Education:Bachelor's

Skills:CommunicationProblem-solvingAttention to detailFinancial analysisClient relationship management

Certifications:Series 7Series 66

Languages:MandarinCantoneseHindi

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 - Asia Markets (Washington, DC, US, 20001)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Location: Washington

Workplace: Onsite

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Acquire, maintain, and grow profitable long-term relationships focused on UHNW/HNW individuals with a nexus to Asia markets and Washington, DC.
•Combine client relationship management with risk assessment and management to ensure credit quality and returns on risk.
•Collaborate with US network and develop self-sourced prospects and referrals in the Washington, DC area to originate new revenue streams.
•Grow revenues across allocated portfolio and increase HSBC’s share of client wallet by coordinating with product specialists to align capabilities with client needs.
•Establish and maintain networks with other HSBC businesses to create solutions spanning geographical/product boundaries and regulatory environments.

Pay and Benefits

Perks:Wellness StipendVolunteerism Policy

Key Requirements

•Bachelor's Degree required. Series 7 and 66 licenses required.
•Familiarity in working with high-potential HNW/UHNW clients; proven track record in asset gathering, asset growth and revenue generation.
•Excellent understanding of financial markets and products; ability to provide strong financial and statistical analysis.
•Highly developed communication skills for direct client contact and problem solving; attention to detail and creative problem solving.
•Additional language skills preferred (Mandarin, Cantonese and/or Hindi fluency).

Education:Bachelor's

Skills:CommunicationProblem-solvingAttention to detailFinancial analysisClient relationship management

Certifications:Series 7Series 66

Languages:MandarinCantoneseHindi

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