Scarsdale, New York, United States
1 day ago
Wealth Relationship Officer

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 works closely with the Wealth Relationship Manager 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 Wealth Relationship Manager to increase their capacity to address clients’ needs and conduct higher value activities which will contribute to the overall cost efficiency ratio.

As our Wealth Relationship Officer you will:

Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolioProvide 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 clientsIn instances of Wealth Relationship Manager absence you will serve as the point of contact for clients, including answer client calls, resolve enquiries and facilitate a smooth hand-off to the correct channels where appropriateProvide 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 servicingOpen and close the Wealth Center, review and approve day to day banking transactions

For this role, HSBC targets a pay range between $58,700 and $88,100.

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.

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