Ultra High Net Worth Relationship Manager
HSBC Bank
Ultra High Net Worth Relationship Manager Join to apply for the Ultra High Net Worth Relationship Manager role at HSBC Job Description 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. As a High Net Worth Relationship (HNW) Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on High Net Worth individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new AUM and Gross Revenue. Responsibilities Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services from own network Grow revenues across allocated portfolio, successfully manage and serve existing business relationships and originate new revenue streams Grow HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with UHNW client requirements Establish and maintain networks for cooperation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments Compensation and Benefits For this role, HSBC targets a pay range between $279,600.00 and $350,00.00. The final fixed pay offer will depend on the candidate and a number of variables, including role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. HSBC offers a competitive Total Reward Package, with a mix of fixed pay and discretionary, annual variable pay. A wide range of benefits are provided to support health and well-being, finances and lifestyle. Requirements You’ll likely have the following qualifications to succeed in this role: At least 5 years of relationship management experience in the banking sector Proven track record in asset gathering, asset growth and revenue generation Excellent commercial and negotiation skills, strong customer service focus Highly developed communication skills for direct client contact and problem solving Excellent understanding of financial markets and products, ability to provide strong financial and statistical analysis Attention to detail and the ability to think creatively to solve problems Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66 Bachelor’s Degree required Compliance In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As an HSBC employee, you will have access to tailored professional development opportunities and a comprehensive benefits package. You’ll be able to participate in wellness programs, volunteerism, and Sustainability initiatives, and engage with Employee Resource Groups as part of life at HSBC. 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. Note: This job listing excerpt includes sections commonly found in job postings and may contain additional roles and postings not directly related to this position. Refer to HSBC careers site for official postings. #J-18808-Ljbffr HSBC
$155k - $170k
...spirits company is seeking a U.S. Private Client Manager to drive growth within the ultra-premium spirits category. This role requires at... ...least 5 years of experience in VIP sales, building relationships with high-net-worth clients, and developing strategic partnerships....High net worth- Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...High net worth
$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...High net worth- ...RIA Opportunity Our client is a Global Multi Family Office/ RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space. As the firm is only about a year old they have over 15B AUM and growing. The founder is a UHNW...High net worthWork at officeWorldwide
$140k - $190k
A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...High net worthWork at office- ECG Resources in New York City is seeking an experienced Relationship Manager to support ultra-high-net-worth clients. This role focuses on managing complex tax returns and providing personalized tax planning advice while ensuring client satisfaction. The successful candidate...High net worthWork at office
- Mercer Advisors in New York seeks a Relationship Manager to provide exceptional client service to ultra-high-net-worth clients. This role includes delivering a world-class client experience, optimizing service productivity, and fostering client retention and growth strategies...High net worth
- ...the U.S. Private Client Manager - Single Malts, a... ...accelerating growth within the ultra‑premium spirits... ...spirits industry. This high‑visibility position is... ...that strengthen existing relationships, cultivate new... ...within the ultra‑high‑net‑worth community, and the ability...High net worth
- ...Client Service Manager Location - New York, NY (Midtown Manhattan) In office 4 days per week Overview Were... ...institutions in the country. The platform serves high- and ultra-high-net-worth clients through a coordinated team model across advice, investments...High net worthWork at office
$150k - $190k
Relationship ManagerSkip to main contentWe respect the privacy of candidates for employment... ...information.**# CareersRelationship Manager page is loaded## Relationship... ...collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and...High net worthWork at office- ...Office (MSFO) within Private Wealth Management is responsible for delivering comprehensive... ...requires experience working with ultra-high-net-worth clients and the ability to navigate... ...sophisticated and largest family office relationships. #J-18808-Ljbffr InforCapital,...High net worthWork at office
$220k - $380k
...strengthen its New York private banking desk with a senior relationship manager who has built a genuinely portable book within one core... ...belong to the banker. The typical client profile spans ultra‑high‑net‑worth families, business owners, and internationally mobile entrepreneurs...High net worthFull time$90k
...York Categories: Sales and Customer Service Private Relationship Travel Manager Scott Dunn, part of Flight Centre Travel Group (FCTG),... ...delivering exceptional, hyper‑bespoke travel experiences for Ultra‑High‑Net‑Worth individuals. As a Private Travel Relationship Manager,...High net worthFull timeTemporary workWork at officeFlexible hoursNight shift- ...firm specializing in advanced life insurance strategies for high-net-worth and ultra‑high‑net‑worth clients. The firm is led by a highly... ...organizational skills, attention to detail, and the ability to manage multiple priorities effectively #J-18808-Ljbffr Johnson, Kendall...High net worthWork at office
- ...Custom Lending Specialist in New York, NY, to provide custom lending solutions for ultra-high net-worth clients and Financial Advisors. You will work within JPMorganChase Wealth Management to structure and deliver lending solutions across various financial products. The...High net worth
- ...experience in New York City. This role requires at least 5 years of experience in ultra-luxury retail sales and a proven ability to build and maintain relationships with high-net-worth clients. The ideal candidate will demonstrate exceptional interpersonal skills and...High net worth
$140k - $190k
Single Family Office Relationship Manager page is loaded## Single Family Office Relationship Managerlocations: New Yorktime type: Full... ...relationship building with family office professionals, ultra-high net worth individuals, and intermediaries such as attorneys and accountants...High net worthWork at officeFlexible hours- Rockefeller Capital Management is seeking a Senior Foundation Officer responsible for overseeing... ...This role focuses on building client relationships and ensuring compliance within... ...and 5-7 years of experience related to high-net worth individuals. Skills in relationship...High net worth
- ...experience, excellent communication skills, and a strong network of high-net-worth clients. You will work closely with the family to develop... ...for high-value sales, alongside the chance to travel and build lasting relationships. #J-18808-Ljbffr brobstongroup.com - JobboardHigh net worth
- ...Bachelor's degree and a valid insurance license. The ideal candidate will have over five years of experience in Private Client/High Net-Worth insurance, as well as proficiency in Microsoft Office Suite and strong communication skills. This position promises a rewarding...High net worthWork at office
- Brobston Group is seeking a Private Client Manager for the Northeast to build relationships within the U.S. high-net-worth community. This remote-in-NY role focuses on recruiting clients, driving sales for the MHUSA portfolio, and curating luxury experiences. The ideal...High net worthRemote work
- ...Coordinator | Wealth Management | Financial Planning |... ...life. We are an elite, high‑growth fiduciary... ...environment , support ultra‑successful clients, and... ...financial advisors, client relationships, and firm growth... ...exceptional service to high‑net‑worth clients , addressing...High net worthFull timeWork at officeRemote work
- ...Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services while ensuring client satisfaction. The ideal candidate...High net worth
- ...New York is looking for a Tax Partner to lead their Private Client Services practice. In this executive role, you will advise high-net-worth individuals and their families on complex tax planning and compliance matters. The ideal candidate will have a CPA license, a strong...High net worthPrivate practice
- Insurancecenterinc is seeking a Personal Lines Private Client Account Executive in New York, NY. This full-time position requires a strong background in Personal Property & Casualty with 5+ years of experience. The role encompasses leading client strategies, conducting ...High net worthFull time
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in New York City. The role involves managing tax and consulting engagements for high net-worth clients while supervising and training team members. Candidates should have a Bachelor's degree in Accounting...High net worth
- LVMH Group is seeking a professional for a remote role based in New York to enhance relationships with high-net-worth individuals (HNWI) and drive sales revenue. The position requires extensive luxury sales experience and the ability to generate significant sales results...High net worthRemote job
- BDO USA in New York seeks a Tax Manager for its Private Client Services. This role involves managing tax compliance and consulting for high-net-worth clients. The ideal candidate will have at least five years of experience along with a CPA or equivalent degree. The successful...High net worthWork at office
- ...seeking a Private Client Account Executive to manage personal insurance for affluent clients. The role includes relationship building, brokering policies, and achieving... ...in the insurance industry, preferably with high-net worth clients, and hold a Property & Casualty Broker...High net worthRemote job
- ...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent... ...in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively...High net worthTemporary workWork at officeImmediate start
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