Rowland Heights, California

As an AVP Premier Relationship Manager, you will be our customer's point of contact for all of their financial needs. You will uncover new needs by engaging in conversation and asking open-ended questions to understand what is important to them to develop a plan. On a daily basis, you will be engaging with clients and prospects in person, on the phone or by email to develop and deepen relationships as well as performing business development in the local community. To thrive in this job, you will need experience in a similar role at a bank or financial institution where you successfully assisted clients with their financial needs and goals through products and services offered and built client trust. You must also have the following licenses: State insurance license, SIE, Series 6 securities license, and Series 63 securities license.

About Us

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. Our focus is to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfill their hopes and realise their ambitions.

Qualifications

Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Required Skills

Here's what you can expect on a typical day:
  • You will be calling on customers and new prospects by phone or email to schedule appointments and build trusted relationships.
  • Engaging in consultative conversations to develop financial plans, uncover client needs and offer financial solutions.
  • Collaborate. Speak with employees and partners around the globe to match your customers with the services they need.
  • Pride in your ability to provide excellent client service and assist our customers in their financial journey.
  • Incredible benefits. HSBC provides you with competitive and flexible benefit choices so you can select the benefits that best meet your personal situation and needs. HSBC offers a wide range of benefits designed to help you improve your health and well-being, finances, and lifestyle.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Rowland Heights, California

HSBC is one of the world’s largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through a network that covers 64 countries and territories.

 

Whether you are looking for a first job or taking the next step in your career, we offer many ways for you to realise your ambitions. Come and work with us and you'll have opportunities to make connections all over the world and help build the bank for the future.

 

If you would like to notify the Diversity Recruitment team of your application or if you are simply interested in learning about opportunities at HSBC, please email diversity.recruiting@us.hsbc.com.

 

Join our Talent Community today! https://hsbc.avature.net/su/efbe2e86d4b0c30d

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