HSBC

Wealth Relationship Officer

HSBC

New York, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

We at HSBC are seeking an enthusiastic and motivated Wealth Relationship Officer to join our team of professionals. Our ideal candidate must demonstrate the highest levels of customer service, have the ability to think strategically, and possess outstanding communication skills. If you have the required qualifications and a passion for providing holistic wealth management services, we want to hear from you!The Wealth Relationship Officer will be responsible for developing and maintaining relationships with high-net-worth and ultra-high-net-worth clients, helping them to identify and manage their wealth goals. This role requires a strong understanding of the financial services industry and products, as well as a deep understanding of the client's needs and objectives. The successful candidate must have a bachelor's degree in finance or a related field, as well as three or more years of experience in private banking or wealth management. They must also possess excellent problem-solving and analytical skills, be comfortable with a fast-paced working environment, and be able to build strong relationships with customers. If you are an experienced Wealth Relationship Officer who is looking for a new challenge in a dynamic team, we want to hear from you!

Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Excellent Communication Skills

  • Ability To Work In A Fast-Paced Environment

  • Excellent Customer Service Skills

  • Strong Analytical And Problem-Solving Skills

  • Knowledge Of Banking Regulations And Compliance

  • Financial Acumen And Knowledge Of Banking Products And Services

  • Ability To Effectively Manage Client Relationships

  • Sound Judgement

Required Skills
  • Risk Management

  • Financial Analysis

  • Networking

  • Communication

  • Sales

  • Business Development

  • Product knowledge

  • Problem Solving

  • Negotiation

  • Relationship Management

  • Client Service

  • Compliance

  • Teamwork

  • Market Knowledge

  • Wealth Advice

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organization

  • self-motivation

  • flexibility

  • Creative Thinking

  • Teamwork

Compensation

According to JobzMall, the average salary range for a Wealth Relationship Officer in New York, NY, USA is $60,000 - $90,000 per year.

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 24th, 2023
Apply BeforeMay 22nd, 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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