About Company
HSBC is one of the world’s largest banking and financial services organizations. We serve more than 40 million customers worldwide through a global network that spans 64 countries and territories. Our purpose is to open up a world of opportunity for our customers, our colleagues, and our communities. As a leading international bank, we offer a comprehensive range of financial services including personal banking, commercial banking, private banking, and global banking and markets. At HSBC, we believe in fostering a diverse and inclusive environment where every employee can thrive and contribute to our collective success. We are committed to sustainable growth and actively support the communities in which we operate, striving to make a positive impact through our operations and initiatives.
Job Description
Are you a highly motivated and client-focused individual with a passion for building lasting relationships? HSBC is seeking an experienced Relationship Manager to join our dynamic team in Hollywood, Florida. This is an urgent hiring need for a professional who can deliver exceptional service and strategic financial advice to our valued clients. As an HSBC Relationship Manager, you will be at the forefront of our client engagement strategy, acting as a trusted advisor to a diverse portfolio of clients, understanding their unique financial needs, and providing tailored solutions. You will be instrumental in nurturing existing relationships, identifying new business opportunities, and contributing to the growth of our client base and market share in the region. This role requires a proactive approach to client management, a deep understanding of financial products and services, and a commitment to upholding HSBC’s reputation for integrity and excellence. If you are driven by success, excel in a collaborative environment, and are ready to take on a challenging yet rewarding role, we encourage you to apply. We are looking for an individual who can not only meet but exceed client expectations and contribute significantly to our team’s success.
Key Responsibilities
- Manage and grow a portfolio of High Net Worth (HNW) or business clients, understanding their financial objectives and providing holistic solutions.
- Develop and deepen client relationships through proactive engagement, regular reviews, and comprehensive financial planning.
- Identify and onboard new clients through referrals, networking, and targeted outreach efforts.
- Present and explain a broad range of HSBC’s financial products and services, including investments, lending, wealth management, and treasury solutions.
- Collaborate with internal product specialists and partners to ensure clients receive expert advice across all relevant financial domains.
- Monitor market trends, economic conditions, and regulatory changes to anticipate client needs and adapt strategies accordingly.
- Ensure strict adherence to all regulatory requirements, internal policies, and risk management guidelines.
- Prepare and deliver professional presentations and proposals to clients, outlining customized financial strategies.
- Achieve assigned sales targets and contribute to the overall financial performance of the branch/region.
Required Skills
- Minimum of 3 years of experience in relationship management within the banking or financial services industry.
- Proven track record of success in building and managing a client portfolio.
- Strong understanding of financial products, investment vehicles, lending solutions, and wealth management principles.
- Excellent interpersonal, communication, and presentation skills.
- Demonstrated ability to identify client needs and provide tailored financial solutions.
- Robust analytical and problem-solving abilities.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Preferred Qualifications
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
- Experience with CRM software and financial planning tools.
- Existing network of potential clients in the Hollywood, Florida area.
- Fluency in Spanish or another second language relevant to the local market.
Perks & Benefits
- Competitive base salary with performance-based incentives.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Generous paid time off and holidays.
- Life and disability insurance.
- Tuition reimbursement and professional development opportunities.
- Employee assistance program.
- Parental leave options.
How to Apply
Interested candidates are encouraged to apply by clicking on the application link below. Please submit your resume and a cover letter detailing your relevant experience and why you are the ideal candidate for this role. We look forward to reviewing your application and exploring how your expertise can contribute to HSBC’s success.