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.

The Wealth Relationship Officer (WRO) works closely with the Wealth Relationship Manager (WRM) and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the WRM to increase their capacity to address clients’ needs and conduct higher value activities which will contribute to the overall cost efficiency ratio.

Here’s what you can expect:

As the Wealth Relationship Officer you will provide a pivotal role in supporting the WRM for the banking portions of their assigned portfolio, providing dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as in the day to day contact of clients. In instances of WRM absence you will serve as the point of contact for clients, including answering client calls, resolving enquiries and facilitating a smooth hand-off to the correct channels where appropriate. Your day-to-day responsibilities could include providing sales support to licensed sales staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized reports on sales activities and entering orders for clients and opening new customer accounts in addition to being part of the Wealth Center team and assisting clients with their day to day banking needs through servicing. It will be essential to maintain a strong knowledge of the WRM’s portfolio of clients with the support of CRMS and analytical tools. The role will also include being vital part of the Wealth Center where duties could include opening and closing of the Wealth Center as well as potential review and approval of day to day banking transactions.

For this role, HSBC targets a fixed pay range between $55,000 and $85,000.

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

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.