High Net Worth Relationship Manager-Mexico

Job highlights
Identified by Google from the original job post
Qualifications
Familiarity in working with clients and prospects who are high-potential HNW/UHNW clients
Proven track record in asset gathering, asset growth and revenue generation
Excellent commercial and negotiation skills, Strong customer service focus
Highly developed communication skills for use in direct client contact and problem solving
Excellent understanding of financial markets and products,
Ability to provide strong financial and statistical analysis
Attention to detail and the ability to think creatively to solve problems
Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66
Bachelor’s Degree required
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
Benefits
For this role, HSBC targets a pay range between $155,700.00 and $233,600.00
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
We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment
Responsibilities
The role owner will be an exceptional team player and client focused individual
This individual will establish new relationships focused on Mexico to generate new AUM and Gross Revenue
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 Mexico 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
Job description
Job Description

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.

As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on UHNW and HNW individuals resident in or with a nexus to Mexico. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on Mexico to generate new AUM and Gross Revenue.

As our High-Net-Worth Relationship Manager-Mexico you will:
• 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 Mexico 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

For this role, HSBC targets a pay range between $155,700.00 and $233,600.00

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.

Requirements

You´ll likely have the following qualifications to succeed in this role:
• Familiarity in working with clients and prospects who are high-potential HNW/UHNW clients
• Proven track record in asset gathering, asset growth and revenue generation
• Excellent commercial and negotiation skills, Strong customer service focus
• Highly developed communication skills for use in direct client contact and problem solving
• Excellent understanding of financial markets and products,
• Ability to provide strong financial and statistical analysis
• Attention to detail and the ability to think creatively to solve problems
• Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66
• Bachelor’s Degree required

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, ****** orientation, gender identity or expression or any other trait protected by applicable law.