Provides full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services
Establishes new relationships and manages existing relationship in order to generate new AUM and Revenue
Co-operates with platform manager to clear pending items, improve quality and resolve problems
Impact on the Business
Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network
Customers / Stakeholders
Ensures client’s objectives are met through an appropriate selection of products within the client portfolio
Researches account and transaction records to resolve basic discrepancies, answer questions, or provide documentation on client activities
Leadership & Teamwork
Provides coaching and guidance to other RM’s and creates opportunities to develop their knowledge and experience level
Lead by example by exhibiting behaviours consistent with HSBC values
Operational Effectiveness & Control
Minimize operational losses
Growing business in an extremely competitive market place
Business vision, understanding of priorities, respect of procedures and legal environment
Efficient partnership with senior management as well as other join-up business groups
Management of Risk
Observation of Internal Controls
Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.
|Location:||United States New York NEW YORK|
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.
Only direct applications will be considered.