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Job Title: Senior Relationship Manager
Company Name: HSBC
Location: Miami, FL
Position Type: Full Time
Post Date: 11/23/2017
Expire Date: 12/23/2017
Job Categories: Accounting/Auditing, Advertising/Marketing/Public Relations, Banking, Finance/Economics, Financial Services, Legal, Sales, Executive Management, Research & Development, Energy / Utilities
Job Description
Senior Relationship Manager
  • To provide full-service banking and all transactions to high-net-worth individual clients by the extension of credit and the marketing of company services. 
  • To provide the marketing and business development activities in a specific geographical area or market criteria using the full range of company products and services.
  • To establish new relationships and manage existing relationship in order to generate new AUM and Gross Revenue
  • To co-operate with platform manager to clear pending items, improve quality and resolve problems
 
Impact on the Business
 
Grow revenue, increase AUM  of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network
 
Customers / Stakeholders
  • Has regular contact and meetings with clients
  • Provides support to client’s portfolio management
  • Ensures client’s objectives are met through the portfolio allocation
  • Ensures clients are aware of their level of risk
  • Follows-up portfolios on a regular basis and develops client’s profitability
  • Identifies opportunities to meet the credit needs of clients seeking secured and unsecured loans for a variety of purposes
  • Researches account and transaction records to resolve basic discrepancies, answer questions, or provide documentation on client activities

 

Leadership & Teamwork
  • Lead by example through financial results with excellent corporate behavior
  • Provide assistance to fellow Relationship Managers
  • Bring motivation and support to Team
  • Work closely with other Bank Departments
 
Operational Effectiveness & Control
  • Works closely with other Bank Departments to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
  • Ensures follow-up on all risk and compliance issues (such as CCR, KYC, Compliance requests, Risk Management requests, Internal Audit requests)
  • Minimize operational losses
 
Major Challenges
 
  • Dealing in an ever changing and stringent regulatory environment in certain jurisdictions
  • Operating in a tough KYC processing environment
  • Growing business in an extremely competitive market place
 
Role Context
 
  • Business vision, understanding of priorities, respect of procedures and legal environment
  • Compliance and risk awareness
  • Networking power
  • Management and communication skills
  • Efficient partnership with senior management as well as other join-up business groups
  • Technical proficiency
  • Commercial success
 
Management of Risk
 
  • Keeps aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations
  • Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which one is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy
 
Observation of Internal Controls
  • Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
  • Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.


As you complete your online application, please use source code: Historically Black Colleges and Universities. If you would like to notify HSBC's Diversity Recruiting team of your application, please e-mail diversity.recruiting@us.hsbc.com.

Qualifications & Requirements
Knowledge & Experience / Qualifications 


  • At least 5 years of relationship management experience in the banking sector
  • Series 7 and 63 licenses required.
  • Proven track record in asset gathering, asset growth and revenue generation
  • Excellent commercial and negotiation skills
  • Highly developed communication skills for use in direct client contact and problem solving
  • Ability to provide strong financial and statistical analysis.
  • Strong customer service focus
  • Attention to detail and the ability to think creatively to solve problems
  • Excellent understanding of financial markets and products
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Contact Information
Company Name: HSBC
Website:https://hsbc.taleo.net/careersection/externalnam2/jobdetail.ftl?job=00007O0K&lang=en&src=
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