Miami, Florida

As our Senior Premier Relationship Officer, you will be providing an outstanding customer experience to the valuable Jade and Wealth clients. On a daily basis, you will be supporting Financial Consultants in the delivery of service and support activities, as well as contacting clients, in turn allowing the Financial Consultants to focus on their broader overall goals of covering acquisition, cross sales, retention, and growth of their portfolios. 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: Series 7 and Series 63. 90-day contingency will be provided for state insurance license if not held.

About Us

Our purpose - Opening up a world of opportunity - explains why we exist. We're here to 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.

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 the point of contact for clients, assisting them to reach the necessary channels to meet their needs.
  • Assist with the account documentation collection from clients, in addition to onboarding clients from start to finish.
  • Open brokerage accounts.
  • Service client accounts, keep abreast of items for attention regarding specific accounts, missing W8s, RMDs etc.
  • 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. Must be bilingual English/Spanish speaking.
  • 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.

As an HSBC employee, you will have access to tailored professional development opportunities and a competitive pay and benefits package. We work hard to ensure that our workplace is a diverse, inclusive and meritocratic environment and we have a strong commitment to sustainability. Our Employee Resource Groups (ERGs) play a central part in life at HSBC, including the development of our employees and our connection to the communities and customers we serve. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank for the future!

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.

Miami, Florida

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