Wealth Relationship Officer

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.