In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. You will provide financial solutions and opportunities to your portfolio of clients, increase wallet share of existing clients, and identify product opportunities within the business.
\nConduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
\nRepresent the Company in community organisations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.
\nKey qualifications for success in this role include:
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\nYou will have regular contact with clients regarding their accounts, under the direction of a registered securities representative. You will enter orders for clients and open new client accounts at the direction of the registered representative.
\nThe role requires a strong understanding of the brokerage and banking industry, trading operations, banking products, and HSI's (HSBC Securities Inc. USA) brokerage products. You will also need to have knowledge of relevant U.S. regulatory governance related to Anti Money Laundering, as well as local and Group compliance regulations.
\nAs an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will also have access to a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.
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