HSBC

Bi- lingual Wealth Relationship Officer

HSBC

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

As a Bilingual Wealth Relationship Officer at HSBC, you will be part of a team responsible for providing personalized financial advice and service to the bank’s high net worth clients. This is a unique opportunity to bring your expertise in wealth management to a global, forward-thinking organization. The successful candidate will be an ambitious, confident, and highly motivated individual who can represent HSBC’s values and culture of excellence.To be successful in this role, you must be bilingual in English and Spanish, have at least 5 years of experience in wealth management, and possess a thorough understanding of the financial services industry. Excellent customer service and communication skills are essential, as well as an ability to think critically and strategically. Additionally, the ideal candidate will have knowledge of compliance requirements and regulations, and be highly organized and detail-oriented.

Responsibilities:

  1. Provide personalized financial advice and service to high net worth clients
  2. Represent HSBC’s values and culture of excellence
  3. Maintain excellent customer service and communication skills
  4. Think critically and strategically
  5. Remain knowledgeable of compliance requirements and regulations
  6. Stay organized and detail-oriented
  7. Work collaboratively and effectively with team members
  8. Apply bilingual language skills in English and Spanish to business interactions
  9. Utilize at least 5 years of experience in wealth management
  10. Remain current on industry trends and developments
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Strong Interpersonal And Communication Skills

  • Working Knowledge Of Banking Regulations

  • Fluency In English And Spanish

  • Financial Planning And Investment Management Experience

  • Experience In Customer Service And Relationship Management

  • Ability To Manage Multiple Tasks Efficiently

  • Bachelor's Degree In Business Or Finance

  • Proven Understanding Of Financial Markets And Products

Required Skills
  • Research

  • Networking

  • Communication

  • Sales

  • Management

  • Negotiation

  • customer service

  • Interpreting

  • Analytical

  • Problem-Solving

  • Organizational

  • Relationship-Building

  • Assessing

  • Cultural Understanding

  • Financial Advice

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Bi- lingual Wealth Relationship Officer in New York, NY, USA is between $73,670 and $108,082. This range can vary depending on experience, education, and type of employer.

Additional Information
HSBC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 27th, 2023
Apply BeforeJune 21st, 2025
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About HSBC

HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.

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