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 securities licensed WRO provides sales support to registered securities representatives, as well as an ability to enter trade orders on accounts. The licensed WRO has a strong understanding of the brokerage and banking industry, trading operations, banking products and HSI’s (HSBC Securities Inc. USA) brokerage products. Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM).

This role is a part of the overall relationship team and a key relationship support role created to provide an outstanding client experience to the valuable banking and wealth clients and increase the WRMs client facing time. While the WRM is the defined owner of the client relationship, the WRO plays a pivotal role in supporting the WRM for the banking portions of their assigned portfolio. The WRO provides dedicated support to WRMs in the delivery of service and support activities for both banking and wealth products, as well as in the day-to-day contact and servicing of HSBC clients, in turn allowing the WRM to focus on their broader overall goals of covering acquisition, cross sales, retention, and growth of their portfolios. The role is not expected to provide securities recommendations to clients.

As the Wealth Relationship Officer, you will:

Provide high quality sales support to an individual or team of WRMsReduce the time spent on process and administrative tasks by WRM to increase WRM’s capacity to meet clients, address client’s needs, and conduct higher value activities which will contribute to the overall cost efficiency ratioWhile the WRM is the defined owner of the client relationship, the WRO plays a pivotal role in supporting the WRM for the banking portions of their assigned portfolioSupport WRMs to manage client contact and service, including, in the absence of WRMs answering client calls, resolving client enquiries on transactional needs, and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contactProvide sales support to licensed sales staff including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement.

For this role, HSBC targets a fixed pay range between $58,000.00 - $88,000.00

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.