Description
In compliance with applicable laws, HSBC is committed to employing only those who are authorised to work in the US. As a Wealth Relationship Officer, you will provide high-quality sales support to Wealth Relationship Managers, reducing their time spent on process and administrative tasks to increase their capacity to meet clients, address client needs, and conduct higher-value activities. You will also support Wealth Relationship Managers in managing client contact and service, including answering client calls, resolving client enquiries on transactional needs, and facilitating a smooth hand-off to the correct channels where appropriate.
Key responsibilities include providing sales support to licensed sales staff, preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirements. You will also have regular contact with clients regarding their accounts, under the direction of a registered securities representative, and enter orders for clients and open new client accounts at the direction of the registered representative.
To be successful in this role, you will have a strong understanding of the brokerage and banking industry, trading operations, banking products, and HSI's (HSBC Securities Inc. USA) brokerage products. You will also be registered or obtain approval for registration with the necessary States where registered representatives conduct business, and have good experience in the financial services industry. Additional requirements include knowledge of brokerage products and services, operations to support them, and pertinent regulations affecting their delivery, as well as Anti-Money Laundering and relevant regulatory governance in the US.
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, in a welcoming and inclusive work environment.