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Job description HSBC Innovation BankingWe support the builders, forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors, and those working towards IPO. Whether it’s providing strategic advice, comprehensive banking, industry connections, or creative and bespoke capital solutions, we power ideas at every stage of their journey. From the first-time founders to the funds that back them and everything in between. We're proud to accelerate growth for tech and life science businesses, create meaningful connections, and open a world of global opportunity for entrepreneurs and investors alike.HSBC has a deep passion for&nbsp;sustainability, committing&nbsp;$1B of capital&nbsp;to early-stage venture debt. This role sits at the intersection of massive HSBC climate ambitions and supports the early-stage founders with audacious goals to alter the physical world.The Opportunity – Director, Climate &amp; Frontier Tech Relationship BankingAs our business continues to grow we are looking for an experienced professional to join our HSBC Innovation Banking Technology Banking Practice in the Bay Area. This is an exciting opportunity to help grow the business in the core Innovation market and to partner with the next generation of builders in the physical world.The role is focused on building deep relationships with the founders and CEOs of new and scaling technology companies. The team is focused on companies in Climate &amp; Deep Tech ecosystems, and you should have relevant experience in and a passion for the space. By working closely with these teams, you will build trusted relationships with these companies leveraging HSBC’s Innovation Banking platform to help them grow.&nbsp;You will build effective internal networks with multiple teams across all of HSBC, particularly our colleagues in Innovation Lending, Relationship Advisors, Product Advisors, and internal operations to provide a streamlined banking experience for the client.&nbsp;What you’ll be doing<ul><li>Building deep, long-term relationships with the founders and finance leaders of growing technology companies </li><li>Deliver the breadth and depth of the HSBC Innovation Banking Platform</li><li>Developing relationships with Venture Capitalists, Advisors and finance partners who work with companies in the Enterprise Software vertical&nbsp;</li><li>Generating new business for HSBC Innovation Banking through banking products and identifying opportunities to support companies with lending and credit products&nbsp;</li><li>Developing the HSBC Innovation Banking brand by both creating and being in the market at industry events and conferences and creating high quality media, speaking and thought leadership opportunities&nbsp;</li><li>Building effective internal networks within the HSBC Innovation Banking platform to enable full success in the role&nbsp;</li><li>Providing insight into the HSBC Innovation Banking platform on key industry and company trends to ensure HSBC INNOVATION BANKING is developing its business to meet the needs of the innovative ecosystem.&nbsp;</li></ul>For this role, HSBC targets a fixed pay range between $175,000 and $250,000.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. Requirements In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. What you’ll bring<ul><li>8+ Years of relevant technology ecosystem experience </li><li>Entrepreneurial, extremely self-motivated, and success driven&nbsp;</li><li>Long-term, authentic relationship building skills and proven origination skills to build a high quality client portfolio&nbsp;</li><li>Preference for candidates with experience working in the venture capital and start-up ecosystem&nbsp;</li><li>Expert Relationship Management skills with companies within the Technology and Innovation Sectors&nbsp;</li><li>Strong finance, analysis and commercial lending experience, including the ability to understand and negotiate credit terms&nbsp;</li><li>Excellent all-round knowledge of banking products, including Treasury, Clearing and Trade Finance Solutions&nbsp;</li><li>Strong background in debt structuring and execution.&nbsp;</li><li>Passionate about technology start-ups and the venture ecosystem&nbsp;</li><li>You should have an entrepreneurial, collaborative approach, and a flexible style that allows for the input of others. It’s a must that you share the core values of HSBC Innovation Banking and be focused long term outcomes with a proven track record of delivering results.&nbsp;This role will be based in the Bay Area. </li></ul>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.&nbsp; You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.&nbsp; We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

HSBC

Vice President, Relationship Manager - Frontier and Climate - Innovation Banking

Job description 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 Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients.&nbsp; Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients.&nbsp;Here’s what you can expect: As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients.&nbsp; Through regularly collecting, updating and analyzing client financials, you will maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business.&nbsp; You will conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.&nbsp; You will represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.&nbsp; Business development through existing relationships and COI’s will also be expected.For this role, HSBC targets a fixed pay range between $100,000 and $200,000.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. Requirements In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.<ul><li>Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios</li><li>Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management</li><li>Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills</li><li>Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources</li><li>Strong business development skills to work with outside COI’s to develop self-sourced business</li><li>Self-Motivated and Self-driven individual with strong relationship and communications skills.</li><li>Good understanding of how to work with Compliance, Credit &amp; Risk and Internal Control to ensure a balanced risk operating environment</li><li>Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required.</li></ul>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.&nbsp; You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.&nbsp; We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!#wayupAll qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Wealth Relationship Manager

Job description Sr. Analyst Business Systems, HSBC Technology &amp; Services (USA) Inc., Depew, NY: The Senior System Analyst job is responsible for working across the Technology delivery lifecycle including inception, construction, testing, release and ongoing management of a product or service in a pod within the Data and Enterprise Reporting team. Design, develop and implement business systems or complete specialty functions of medium to high risk. Provide technical support for varied technologies, architectures and related projects. Coordinate and completes projects according to plan when assigned. Apply technology to business issues to increase revenue, avoid cost, improve service and achieve goals. Responsible for supporting applications systems including applications development, business analysis, research and development, and systems integration for business systems. End-to-end accountability for a product or service, identifying and developing the most appropriate Technology solutions to meet customer needs as part of the Customer Journey. Liaise with other engineers, architects and business stakeholders, to understand and drive the product or service's direction. Create technical test plans and records, including unit and integration tests, within automated test environments to ensure code quality. Provide support to DevOps teams working at all stages of a product or service release/change with a strong customer focus and end-to-end journeys, ensuring they have an excellent domain knowledge. Working with Ops, Dev and Test Engineers to ensure operational issues (performance, operator intervention, alerting, design defect related issues, etc.) are identified and addressed at all stages of a product or service release/change. Provide support in identification and resolution of all incidents associated with the IT service, as directed by leadership of the DevOps team. Ensure service resilience, service sustainability and recovery time objectives are met for all the software solutions delivered. Responsible for automating the continuous integration/continuous delivery pipeline within a DevOps Product/Service team driving a culture of continuous improvement. Responsible for adhering to US Regulations relating to Dodd Frank, Basel 3, CCAR, RWA, and Regulation W. Establishing effective project controls, procedures and quality assurance processes.Full time employment, Monday – Friday, 40 hours per week, Pay range: $117,404 to $152,500 per year; Requirements Must have a Bachelor’s degree or foreign equivalent in Engineering, Science, Information Technology or a related field and at least 10 years of progressive post baccalaureate related work experience.&nbsp; Alternatively, the employer will accept a Master’s degree or foreign equivalent in Engineering, Science, Information Technology or a related field and at least 8 years of related work experience.Qualifying experience must include:•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Application development and support;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Senior subject matter application expert;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Managing IT development teams and IT projects;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Understanding and knowledge of the US Regulatory Reporting domain and Wholesale Credit Risk ;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Expertise in architecting, developing highly performant and scalable web applications using Spring Boot, SpringBoot2.0, Spring MVC, Microservice (SOA) Architecture;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Expertise in J2EE application server technologies includes Tomcat, Apache Web server and IBM Websphere;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Successful delivery of business objectives, tracking progress to ensure project milestones were completed on time, on budget and with the desired results;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; US Regulations including CCAR, Basel 3, Dodd Frank, RWA, and Regulation W; and•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Credit Risk Applications including risk metric model development.Qualifying experience must include at least 5 years of experience in:•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Implementing software utilizing methodologies such as Agile and Waterfall;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with ETL technologies (DataStage / Genome);•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with BigData frameworks such as Hadoop and Spark;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Expertise in disaster recovery and disaster recovery planning (DRP);•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Creating detailed Project Road maps, plans, schedules, and work breakdown structures;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Managing change, including risk assessment and risk controls;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with Google cloud technologies.•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Application production support and ITSM processes;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Microservice development and Web based Java application development experience;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Multi-platform applications, including Mainframe, ETL(DataStage);•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Leading teams across broad technical, financial, and business disciplines;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Successful delivery of business objectives, tracking progress to ensure project milestones were completed on time, on budget and with the desired results;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Creating detailed Project Road maps, plans, schedules, and work breakdown structures;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Managing change, including risk assessment and risk controls;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Senior management reporting skills with the ability to report to multiple forums in various formats, such as Confluence, Clarity, JIRA, as well as publishing presentations;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with DevOps tooling for code packaging and deployments; and•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; RDBMS and NOSQL database experience.Any suitable combination of education, training, or experience is acceptable. If you would like to apply to this position, please click the 'Apply' button.In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in &nbsp;the U.S. as HSBC will not engage in immigration sponsorship for this position. 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.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 competitive benefits package including a robust Wellness Hub, in a welcoming, diverse, and inclusive work environment.&nbsp;You will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.&nbsp; We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

Sr. Analyst Business Systems

Job description Vice President in Equity Capital Markets, HSBC Securities (USA) Inc., New York, NY: Responsible for originating, structuring and executing equities, equity-linked and strategic equity transactions on behalf of HSBC’s clients. Responsible to work with and support the team in originating and executing transactions covered by the team. Liaise with Global Markets teams in sales, research and trading to deliver capital markets advice to our corporate clients. Manage the day to day execution process, liaising both internally with other teams within HSBC as well as with clients and other advisors externally. Interacting with the investment banking team, industry sector banking teams, and other capital markets teams in other regions. Work collaboratively with colleagues in the wider ECM, ELCM and SEF businesses, as well as other stakeholders across Global Banking, Commercial Banking and Global Markets.Full time employment, Monday – Friday, 40 hours per week, $226,762 to $235,000 per year. Requirements Must have a Bachelor’s degree or foreign equivalent in Finance, Business or a related field and at least 6 years of progressive post-baccalaureate related work experience.&nbsp;&nbsp; Qualifying experience must include at least 5 years of experience in: ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Financial analysis·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Preparing pitch materials as well as market and economic updates as part of the origination of equity, and equity-linked and strategic equity products across all industry sectors across the Americas·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Creating and interpreting financial models ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience in transaction structuring·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with issuer due diligence on mandated transactions·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Coordinating roadshow meetings with investors·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Investor management during marketing·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with sales, research and trading to deliver capital markets advice to corporate clientsQualifying experience must include at least 4 years of experience in: ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ECM experience·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Working as part of a multiple deal team for equity capital markets transactions with increasing levels of leadership rolesMust have or able to obtain FINRA Series 63 and 79 licenses.Up to 10% domestic travel required. If you would like to apply to this position, please click the 'Apply' button.In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in &nbsp;the U.S. as HSBC will not engage in immigration sponsorship for this position. 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.

Vice President in Equity Capital Markets

Job description 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.&nbsp; 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.&nbsp;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.&nbsp; 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.&nbsp; It will be essential to maintain a strong knowledge of the WRM’s portfolio of clients with the support of CRMS and analytical tools.&nbsp; 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. Requirements In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.<ul><li>Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products</li><li>Experience working in the financial services industry</li><li>Ability to build relationships and identify opportunities to help both clients and team members achieve their financial goals</li><li>Understanding of relationship management systems and experience managing clients</li><li>Knowledge of Anti Money Laundering practices and relevant regulatory governance in the US</li><li>Series 7, 63, Life and Health insurance licenses required</li></ul>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.&nbsp; You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.&nbsp; We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!#wayupAll qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Wealth Relationship Officer

Job description 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 Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients.&nbsp; Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients.&nbsp; Here’s what you can expect: As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients.&nbsp; Through regularly collecting, updating and analyzing client financials, you will maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business.&nbsp; You will conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.&nbsp; You will represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.&nbsp; Business development through existing relationships and COI’s will also be expected.For this role, HSBC targets a fixed pay range between $100,000&nbsp;and $200,000.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. Requirements In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.<ul><li>Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios</li><li>Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management</li><li>Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills</li><li>Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources</li><li>Strong business development skills to work with outside COI’s to develop self-sourced business</li><li>Self-Motivated and Self-driven individual with strong relationship and communications skills.</li><li>Good understanding of how to work with Compliance, Credit &amp; Risk and Internal Control to ensure a balanced risk operating environment</li><li>Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required. </li></ul>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.&nbsp; You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.&nbsp; We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!#wayupAll qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

76 HSBC Jobs