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
$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- 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
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...that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team... ...our clients’ goals. As a Tax Senior Manager, you will be responsible for the following... ...line of business to build client relationships and support growthParticipate in prospective...High net worthFull timeWork experience placementInternshipLocal area$220k - $380k
...strengthen its New York private banking desk with a senior relationship manager who has built a genuinely portable book within one core... ...they belong to the banker. The typical client profile spans ultra‑high‑net‑worth families, business owners, and internationally mobile...High net worthFull time- ...experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) team. This role provides an... ...with a variety of clients including management companies, joint ventures, family... ...and maintain outstanding client relationships.Preferred Qualifications:Master's Degree...High net worthFull timeWork at officeLocal areaImmediate start
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...ownership—it’s our approach to business and relationships. We know that supporting your... ...building with family office professionals, ultra-high net worth individuals, and intermediaries such... ...include: Relationship Management and Business DevelopmentFocus a significant...High net worthFull timeWork at officeLocal areaFlexible hours$115k - $270k
...motivated to help grow institutional relationships within a firm dedicated to holistic financial... ...Sachs Ayco’s Corporate Relationship Management team is focused on ensuring our... ...a wide range of clients, including ultra-high net worth and high net worth individuals, as well...High net worthFull timeTemporary workPart time- 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
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$100k - $115k
About Rockefeller Capital Management Rockefeller Capital Management was established... ...evolved to offer strategic advice to ultra- and high-net-worth individuals and families,... ...2026. Position The Senior Bill Pay Relationship Manager manages a portfolio of approximately...High net worthWork at officeLocal area- ...a comprehensive, tailored wealth management experience.Farther’s founders are... ...Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther... ...for our most complex client relationships.This role is ideal for a seasoned...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
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$145k - $185k
Description The Private Bank Client Relations Manager (CRM) serves as an extension of the Private Bank Relationship Manager, helping drive new client... ..., and deliver a best-in-class experience to ultra-high-net-worth individuals. This highly visible, client-facing...High net worthLocal areaMonday to FridayFlexible hours- ...Brown Brothers Harriman is seeking a Relationship Manager in New York to manage high-net-worth client accounts. You will be responsible for business development, portfolio management, and ensuring exceptional client service. The ideal candidate has over 15 years of experience...High net worth
- Summary The Community Engagement Manager for the Fifth Avenue flagship is responsible... ..., cultivating, and converting High Net Worth and Ultra High Net Worth clients through strategic... ...Responsibilities Identify, recruit, and develop relationships with HNW and UHNW clients and build a...High net worthWork at officeLocal area
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$88.4k - $132.6k
...Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...incremental wallet share of the affluent and High Net Worth segment through the use of financial... ...Small Business Partners, Relationship Manager, etc.) Organize client events to...High net worthFull timeWork at office$88.4k - $132.6k
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