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 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, and facilitating a smooth hand-off to the correct channels where appropriate.
You will have regular contact with clients regarding their accounts, under the direction of a registered securities representative. You will enter orders for clients and open new client accounts at the direction of the registered representative.
The role requires 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 need to have knowledge of relevant U.S. regulatory governance related to Anti Money Laundering, as well as local and Group compliance regulations.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will also have access to a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.