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About the Role
As a Relationship Officer, you will provide a high level of service to clients, manage the account opening process, facilitate client visitations, and maintain Know Your Customer (KYC) data. You will also support sales teams in positioning financial solutions and build trust by researching information and providing creative solutions.
Responsibilities
- Assist with input of details to our client database, monitoring upcoming periodic review reports and work with Relationship Managers (RMs) to ensure timely client contact
- Collect all required information and documentation from the client
- Complete profiles on internal KYC databases, including client profiles, account profiles, new account approval forms, visitation forms, etc.
- Partner with RMs to direct client engagement and service day to day banking needs as requested by RMs
- Accompany Relationship Managers on customer meetings to provide information about account opening requirements and product information
- Work with Operations, Compliance, and internal product partner teams to facilitate account opening approvals
- Adapt to one-of a kind challenges, everyday scenarios, and regulations affecting area of responsibility
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures
- Adhere strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies, and practices
Requirements
- Bachelor’s degree in business or related field
- Mandarin and Cantonese (written and spoken) required
- Strong experience in private banking or equivalent high net worth client experience
- Client-focused with strong problem solving and relationship building skills
- Sound judgment, keen sense of urgency, and high level of professional and personal integrity
- Excellent communication skills, both written and oral
- Strong knowledge of regulations affecting area of responsibility
- Excellent understanding of financial markets and products
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Skills
- Private banking products
- Markets
- Traditional and non-traditional service providers
- Problem solving
- Relationship building
- Communication skills
- Financial markets
- Financial products
Location
- US
Work Type
- Full-time
Experience Level
- Strong experience in private banking or equivalent high net worth client experience
Education Level
- Bachelor’s degree in business or related field
Benefits
- Tailored professional development opportunities
- Competitive pay and benefits package
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Employee Resource Groups
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
About the Company
- Our purpose – Opening up a world of opportunity – explains why we exist.
- Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers.
- We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
- We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.