Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Banking High Net Worth Relationship Manager

HSBC

Job Description

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

\n

\n

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.

\n

\n

As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on Ultra High Net Worth (UHNW) and High Net Worth (HNW) individual’s resident in or have a nexus to Asia markets as well as Washington, DC.

\n

The role holder will be an exceptional team player and client focused individual. This individual will establish new relationships focused on Asia markets to generate new AUM and Gross Revenue.

\n

\n

As our High-Net-Worth Relationship Manager, you will:

\n
    \n
  • Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk
  • \n
  • Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
  • \n
  • Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US network as well as developing self-sourced prospects and referral sources in Washington, DC area
  • \n
  • Expected to grow revenues across allocated portfolio and originate new revenue streams as well as increase HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with UHNW and HNW client requirements
  • \n
  • Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments
  • \n
\n

\n

You´ll likely have the following qualifications to succeed in this role:

\n
    \n
  • Familiarity in working with clients and prospects who are high-potential HNW/UHNW clients
  • \n
  • Proven track record in asset gathering, asset growth and revenue generation
  • \n
  • Highly developed communication skills for use in direct client contact and problem solving
  • \n
  • Excellent understanding of financial markets and products,
  • \n
  • Ability to provide strong financial and statistical analysis
  • \n
  • Attention to detail and the ability to think creatively to solve problems
  • \n
  • Series 7 and 66 licenses required
  • \n
  • Bachelor’s Degree required
  • \n
  • Additional language skills a plus but not manadatory (Mandarin, Cantonese and/or Hindi fluency)
  • \n
\n

\n

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

\n

\n

Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

\n

\n

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Banking High Net Worth Relationship Manager in Mundelein, IL vacancy
  • $85k - $105k

     ...Opportunity: Loan Officer / Relationship Manager with Cincinnati Development...  ...legal counsel and participating banks, as applicable. \n...  ...internal teams, and public, private, and community partners. \n...  ...relationship‑building skills. \n Highly organized with strong time‑management... 
    Private
    Permanent employment
    Temporary work
    Work at office
    Local area
    Remote work

    Cincinnati Development Fund

    Mundelein, IL
    4 days ago
  • $20.2 - $24.04 per hour

     ...Wintrust Wealth Management Financial Assistant Wintrust...  ...the financial needs of private clients, including high net worth individuals, business owners...  ...enhance inter-company relationships. Manage banker referral...  ...and Commuting Benefits • Banking Benefits • Pet Insurance... 
    Private
    High net worth
    Hourly pay
    Temporary work
    Work at office
    Flexible hours

    Wintrust Financial

    Lake Forest, IL
    1 day ago
  •  ...Securities, Wealth Management, and Asset Management...  .... We are seeking a high potential candidate (“Private Bankers” or “PB”)...  ...Team in the Private Banking Group. The Private...  ...-based loans, high net worth tailored lending products...  .../Abilities: Strong relationship building... 
    Private
    High net worth
    Work at office

    Morgan Stanley

    Arlington Heights, IL
    1 day ago
  • $75k - $100k

     ...Job Description Sales & Client Relations Manager \n Luxury Goods | Private Client Sales | Relationship Development \n New York, NY (Chelsea) | Hybrid...  ...opportunities, cultivating relationships with high-net-worth clients, and expanding our network of personal... 
    Private
    High net worth

    Eittem

    Mundelein, IL
    4 days ago
  •  ...Nevada trust company serving ultra-high-net-worth families, private trust companies, family...  ...administration, and investment management. We focus on long-term relationships, thoughtful advice, and exceptional...  ...with trust companies, private banking, wealth management, family... 
    Private
    High net worth
    Work at office

    Two Ocean

    Mundelein, IL
    3 days ago
  •  ...Executive to join our growing private aviation team. \n We’re seeking someone who is highly motivated, relationship-driven, and comfortable working with high-net-worth clients in a fast-paced luxury...  ...: \n \n Develop and manage new private aviation clients \... 
    Private
    High net worth

    HauteJets

    Mundelein, IL
    6 days ago
  •  ...Role overview \n To provide high-quality trust and fiduciary services to Ultra and High Net Worth (UHNW/HNW) clients. The role supports...  ...maintenance of trust and estate relationships and provides guidance to Trust Relationship Managers to ensure trust and company... 
    High net worth

    Ivory Systems

    Mundelein, IL
    2 days ago
  •  ...J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning...  ...families, from new savers to high-net-worth clients. You will represent our...  ...solutions, and deepen client relationships through trusted guidance. The... 
    Private
    High net worth

    Fairygodboss

    Vernon Hills, IL
    1 day ago
  • $215k - $275k

     ...confidential search for a Private Wealth Associate to join the...  ...developing long-term client relationships, solving sophisticated planning...  ...challenges, and advising high-net-worth individuals, families, business...  ...judgment. \n Ability to manage multiple sophisticated... 
    Private
    High net worth
    Private practice
    Work at office

    MB Attorney Search LLC

    Mundelein, IL
    2 days ago
  •  ...Description A global investment management firm is seeking an...  ...with significant exposure to private funds, registered investment...  ...and Juris Doctor (J.D.) from highly regarded U.S. institutions....  ...development companies, or high-net-worth feeder structures is beneficial... 
    Private
    High net worth

    Madison-Davis, LLC

    Mundelein, IL
    3 days ago
  • $200k

     ...Family Office seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families in...  ...Denver market (300M+ AUM)\n Cutting edge, holistic private wealth services for high-net-worth individuals and families... 
    Private
    High net worth
    Work at office
    Immediate start
    Relocation package
    3 days per week

    Leah Yosef International

    Mundelein, IL
    2 days ago
  •  ...OVERVIEW \n Our client is a private equity-backed landscape...  ...financing and is establishing bank covenant compliance, lender reporting...  ...the cash cycle and banking relationships, and contributing to FP&A,...  ...leadership responsibility — including managing and developing the accounting... 
    Private

    Headfarmer

    Mundelein, IL
    8 days ago
  • $75k - $95k

     ...Client Relationship Specialist Mesirow is an...  ...capabilities spanning Private Capital &...  ...Markets & Investment Banking, and Advisory...  ...in assets under management, we have earned a...  ...We are seeking a highly motivated Client...  ...Advisors and their High-Net-Worth individual... 
    Private
    High net worth
    Work at office

    Mesirow Financial

    Highland Park, IL
    3 days ago
  •  ...VP, Assistant General Counsel, Investment Banking (Capital Markets) \n Location: Midtown...  ..., ATMs, Registered Directs and Private Placements) and other securities offerings...  ...skills and ability to thrive in a fast-paced, high-pressure environment with a flat organizational... 
    Private
    Work at office

    Cantor Fitzgerald

    Mundelein, IL
    2 days ago
  • $114.5k - $194.7k

     ...Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud...  ...fee revenue producing accounts, representing high net worth (HNW) ultra-high net worth (UHNW) personal trusts... 
    High net worth
    Full time
    Work experience placement
    H1b
    Local area
    Worldwide
    Flexible hours

    Northern Trust

    Lake Forest, IL
    1 day ago
  •  ...Description JENEL Real Estate is a private real estate investment group...  ...New York City, owning and managing over ninety properties...  ...Its portfolio includes urban high street retail, hotel, and...  ...seasoned professionals, strong banking relationships, and ample liquidity,... 
    Private
    Full time
    Work at office

    JENEL Real Estate

    Mundelein, IL
    6 days ago
  •  ...Job Description This is a banking position \n \n This is a Relationship Manager role designed to be the perfect complement to the Lender. It is a true relationship...  ...Banking background required (relationship manager, private banker, or senior/branch banker) \n Excellent... 
    Private
    Bank staff

    New Edge Associates a Talent Acquisition Firm

    Mundelein, IL
    13 hours ago
  • $98k - $132k

     ...Relationship Manager, Business Banking Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while... 
    Temporary work
    Flexible hours

    Wintrust Financial

    Arlington Heights, IL
    6 days ago
  • $79.4k - $156k

     ...Commercial & Industrial Banking Relationship Manager The Commercial & Industrial (C&I) Banking Relationship Manager is responsible for generating...  ...Review Administration and Banking/OCC Procedures. Very high level of written and verbal communication skills. Must have... 
    Work experience placement

    Old National Bancorp

    Deerfield, IL
    2 days ago
  •  ...Job Description SPD Corporate Relationship Manager Role \n \n \n Manage corporate stock...  ...Team and Solution-Set \n Facilitate high touch service experience for Senior Executives...  ...services, Financial Wellness Seminars, Private Wealth Advisor / Financial Advisor... 
    Private
    Work at office
    Home office

    Morgan Stanley

    Mundelein, IL
    3 days ago
  •  ...Macdonald & Company are partnered with a privately held real estate investment platform...  ...portfolio, existing borrower and broker relationships, and financing relationships already in...  ...sources. \n Develop relationships with banks, private credit funds and institutional... 
    Private
    High net worth
    Temporary work
    Relocation

    Macdonald & Company

    Mundelein, IL
    6 days ago
  • $87k - $119k

     ...Assurance is now looking for an Account Manager (Outside Sales Rep) in Montana. Our salaried...  .... You will build strong, long-term relationships and develop specific, needs-based recommendations...  ...Fidelity Assurance Company is a private, family-owned company specializing in the... 
    Private
    Night shift

    American Fidelity

    Mundelein, IL
    2 days ago
  •  ...Enterprise Fortune 500 customers across banking, insurance, and asset management already live on the platform. A...  ...account-based outbound, your network, and high-conviction engagement with target...  ...\n ~ Demonstrated success closing net-new business in emerging or category... 
    Work at office
    Remote work

    Warrant

    Mundelein, IL
    6 days ago
  • $115k - $175k

     ...Job Description Key Account Manager, Nashville, TN | Hybrid | $115,000 base, $175,00...  ...Sales Recruiting is hiring on behalf of a private equity-backed platform in the overhead...  ...book of homebuilder and general contractor relationships and own it outright. Roughly 70 percent... 
    Private
    For contractors
    Work at office
    Local area
    Relocation
    Weekend work
    Afternoon shift

    Precision Sales Recruiting

    Mundelein, IL
    3 days ago
  •  ...capabilities spanning Private Capital & Currency, Capital...  ...Markets & Investment Banking, and Advisory Services...  ...to develop meaningful relationships, pursue growth...  ...13.1B in assets under management as of March 31, 2026,...  ...Minimum Qualifications: ~ Highly motivated self-starter... 
    Private
    High net worth
    Local area

    Mesirow Financial

    Highland Park, IL
    2 days ago
  • $55k - $65k

     ...while maintaining strong relationships with vendors and...  ...Maintain vendor records and banking information. Resolve...  ...while maintaining a high level of quality in a...  ...Works independently, manages priorities, and follows...  ...Cleveland-based mid-market Private Equity firm, to build... 
    Private
    Hourly pay
    Weekly pay
    Full time
    Work from home
    Shift work
    1 day per week

    ADP

    Vernon Hills, IL
    5 days ago
  • $60k - $80k

    Winchester Wealth Advisors, A private wealth advisory practice of...  ...Services, LLC. Come join a high performing team that has...  ...team of financial advisors in managing client’s financial plans...  ...planning process and support high net-worth client relationships including, meeting... 
    Private
    High net worth
    Full time
    Private practice
    Work at office

    Winchester Wealth Advisors, A private wealth advisory practi...

    Libertyville, IL
    3 days ago
  •  ...in seeking a debt finance associate with 2–6 years of experience. \n \n The ideal candidate will have experience advising banks and private credit/direct lending institutions, as well as private equity sponsors and corporate borrowers, on leveraged and acquisition... 
    Private
    Work at office
    Relocation package

    Lateral Link

    Mundelein, IL
    3 days ago
  •  ...firms is looking for a highly motivated Investor...  ...research, or investment banking is highly valued along...  ...industry/sector news and managing information flow to...  ...events \n Support private companies through the...  ...Develop and manage relationships with current analysts... 
    Private
    Internship

    ICR

    Mundelein, IL
    2 days ago
  • $80 - $110 per hour

     ...supported include; Construction, Entertainment, High Net Worth individuals, Manufacturing & Distribution, Non Profit, Private Equity, Professional Services, Real Estate &...  ...of years and looking to find 2 local Tax Managers who can come in & ultimately get groomed up to... 
    Private
    High net worth
    Summer work
    Work at office
    Local area

    Levelociti

    Lake Forest, IL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Banking High Net Worth Relationship Manager. Be the first to apply!