# Wealth Relationship Officer

**Company**: Intl Wealth & Premier Banking
**Location**: Chatham, New Jersey
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612564422?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_6123c146-dcb

## Description

As a Wealth Relationship Officer at HSBC, you will provide sales support to Wealth Relationship Managers and play a pivotal role in supporting them for the banking portions of their assigned portfolio.

You will:

- Provide high-quality sales support to individual or team of Wealth Relationship Managers

- Reduce the time spent on process and administrative tasks by Wealth Relationship Managers to increase the team's capacity to meet clients, address client's needs, and conduct higher-value activities

- Support Wealth Relationship Managers for the banking portions of their assigned portfolio

- Support Wealth Relationship Managers to manage client contact and service, including answering client calls, resolving client enquiries on transactional needs, and facilitating a smooth handoff to the correct channels

- Provide sales support to licensed sales staff, including preparing and completing sales documents, managing data input and report generation, and liaising with support functions

- Enhance client trust in HBUS and Wealth's capability of meeting client needs and support Wealth Relationship Managers to achieve their plan and Wealth and Personal Banking business

- Have regular contact with clients regarding their accounts, under the direction of a registered securities representative

- Enter orders for clients and open new client accounts at the direction of the registered representative

You will likely have the following qualifications to succeed in this role:

- Series 7, 63 are mandatory

- Life and Health insurance licenses required

- Good experience in the financial services industry

- Knowledge of brokerage products and services, operations supporting them, and pertinent regulations affecting their delivery

- Knowledge of Anti-Money Laundering and relevant regulatory governance in the US

- Previous experience in Retail/Premier Bank sales preferred

- Strong interpersonal and responsiveness skills with good decision-making and ability to deliver

- Understanding of core products, Premier proposition, and familiar with retail and wealth product processes

- Understanding of relationship management systems (CRM and RM Platform, etc.)

- Solid understanding of appropriate branch operational procedures

- Knowledge of local and Group compliance regulations

- Ensure delivery of high-quality client experience and needs-based solutions through effective communication

- Mandarin language could be a plus

As an HSBC employee, you will have access to tailored professional development opportunities, a competitive pay and benefits package, and a robust Wellness Hub, all in a welcoming and inclusive work environment.

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## Skills

### Required
- Series 7
- Series 63
- Life insurance
- Health insurance
- Anti-Money Laundering
- Brokerage products
- Financial services
- Relationship management systems

### Nice to have
- Mandarin
- Retail/Premier Bank sales experience

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612564422?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)