HSBC

Senior Relationship Manager

HSBC

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

Are you a seasoned relationship manager with a passion for delivering exceptional customer service? Do you thrive in a fast-paced, dynamic environment where building and maintaining strong relationships is key? If so, HSBC is looking for you to join our team as a Senior Relationship Manager. In this role, you will be responsible for managing a portfolio of high-value customers and providing them with personalized financial solutions. Your extensive experience in relationship management and deep understanding of financial products and services will enable you to provide comprehensive support and guidance to our valued clients. If you are a self-motivated, results-driven individual with excellent communication skills and a strong track record of success, we want to hear from you.

  1. Manage a portfolio of high-value customers and establish strong relationships with them.
  2. Provide exceptional customer service by understanding and addressing the financial needs of clients.
  3. Act as a primary point of contact for clients, maintaining regular communication and providing timely and accurate information.
  4. Develop and implement personalized financial solutions for clients, taking into consideration their unique needs and goals.
  5. Stay updated on the latest financial products and services offered by the company and effectively communicate them to clients.
  6. Conduct in-depth financial reviews and assessments for clients to identify potential opportunities for cross-selling and upselling.
  7. Collaborate with internal teams such as wealth management, lending, and investment services to provide comprehensive support to clients.
  8. Proactively identify and address any potential issues or concerns raised by clients.
  9. Meet or exceed sales targets by actively promoting and selling financial products and services to clients.
  10. Maintain accurate and up-to-date records of client interactions and transactions.
  11. Stay updated on industry trends and market conditions to provide valuable insights to clients.
  12. Mentor and provide guidance to junior relationship managers in the team.
  13. Represent the company at industry events and conferences to enhance brand awareness and attract potential clients.
  14. Adhere to all regulatory and compliance requirements while carrying out job responsibilities.
  15. Continuously strive to improve customer satisfaction and retention rates.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Minimum Of 5 Years Of Experience In Relationship Management Or Sales In The Financial Industry.

  • Proven Track Record Of Successfully Managing Client Relationships And Driving Business Growth.

  • In-Depth Knowledge Of Financial Products And Services, Including Loans, Investments, And Wealth Management.

  • Strong Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

Required Skills
  • Financial Analysis

  • Strategic Planning

  • Communication Skills

  • Negotiation

  • Relationship Building

  • Credit Analysis

  • Team Leadership

  • Sales management

  • Risk assessment

  • wealth management

  • Client management

  • Cross-Selling

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Relationship Manager in New York, NY, USA is between $97,000 and $140,000 per year. This can vary depending on factors such as the industry, company size, and individual experience and qualifications.

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 PostedApril 10th, 2025
Apply BeforeApril 11th, 2026
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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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