High-Net-Worth Relationship Manager – Mexico & South Florida

As a High-Net-Worth Relationship Manager – Mexico & South Florida, you will acquire, maintain, and grow profitable long-term relationships with ultra-high-net-worth (UHNW) and high-net-worth (HNW) individuals resident in, or with a nexus to, Mexico and South Florida.

You will combine client relationship management with strong risk assessment and management capabilities, ensuring the required credit quality and requisite returns on risk.

Key responsibilities include:

• Establishing new relationships focused on Mexico and South Florida to generate new assets under management (AUM) and gross revenue
• Maintaining HSBC internal control standards, including timely implementation of internal and external audit points
• Originating target market clients focused on investment AUM, lending, and advisory services
• Growing revenues across an allocated portfolio and originating new revenue streams
• Establishing and maintaining networks for co-operation with other HSBC businesses

To succeed in this role, you will likely have:

• Familiarity working with high-potential HNW/UHNW clients
• A proven track record in asset gathering, asset growth, and revenue generation
• Highly developed communication skills for direct client contact and problem-solving
• An excellent understanding of financial markets and products
• The ability to provide strong financial and statistical analysis
• Attention to detail and the ability to think creatively to solve problems
• Series 7 and 66 licences
• A bachelor’s degree
• Fluency in Spanish and English

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.