HSBC has been connecting Americans to global opportunities since 1865. We serve customers from offices and branches in cities across the United States including New York, Los Angeles, Chicago, Atlanta, Houston, Seattle, Miami, San Francisco, and Washington, DC. As part of one of the world's largest financial services organisations, we provide many ways for both experienced candidates and student and graduates to achieve their career ambitions.
We offer opportunities in areas including personal and private banking, wealth management, commercial and investment banking, global markets and asset management. In addition, we offer roles in operational and support functions such as risk management, compliance, legal, human resources, finance, IT and communications.
As an HSBC employee in the USA, you will have access to tailored professional development opportunities and a competitive pay and benefits package. We work hard to ensure that our workplace is a diverse, inclusive and meritocratic environment and we have a strong commitment to sustainability.
Employee Resource Groups
HSBC also operates 10 Employee Resource Groups (ERGs) in the USA, which embody our dedication to a diverse and inclusive work environment. They play a central part in life at HSBC, including the development of our employees and our connection to the communities and customers we serve.
Our ERGs are run by employee volunteers, with support and guidance from a dedicated senior leader, and focus on specific areas such as age, gender, ethnicity, and sexual orientation. All HSBC employees are welcome to join and take part in the various ERG activities throughout the year.
The role holder will be a member of the Review & Challenge (R&C) team within US Strategic Planning & Stress Testing (SP&ST), which is responsible for managing the review and challenge process for all US stress tests, including preparation of consolidated results materials for senior management and Board reviews. Key responsibilities of the role holder will include the following: Review and challenge of projections submitted by Business Finance and Functional teams and understanding the drivers of results, including scenario trends, model drivers, key assumptions, sensitivities and limitations Creation of high-quality presentation materials that summarize stress testing processes, projection methodologies and results for senior management and the Board Assisting with coordination and execution of rigorous review and challenge framework, including preparation of presentation materials, tracking of follow-up actions through resolution, documentation of...
Jan 15, 2021
The role holder will be a member of the Review & Challenge (R&C) team within US Strategic Planning & Stress Testing (SP&ST), which is responsible for managing the review and challenge process for all US stress tests, including preparation of consolidated results materials for senior management and Board reviews. Key responsibilities of the role holder will include the following: Review and challenge of projections submitted by Business Finance and Functional teams and understanding the drivers of results, including scenario trends, model drivers, key assumptions, sensitivities and limitations Creation of high-quality presentation materials that summarize stress testing processes, projection methodologies and results for senior management and the Board Assisting with coordination and execution of rigorous review and challenge framework, including preparation of presentation materials, tracking of follow-up actions through resolution, documentation of...
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. This role is a client facing role managing our low value clients within a centralized team with a responsibility to develop, advise and retain portfolio of Wealth clients. The role holder will represent HSBC Securities (USA) Inc., HSBC Bank USA, N.A. and HSBC Insurance Agency (USA) Inc. This will be achieved by active management of low value Wealth clients and will entail regularly updating and analyzing client financial information to identify wealth solutions that are suitable to meet the client's needs, advising the client on a variety of potential wealth solutions. The role holder will aim to develop these low opportunity wealth clients into core wealth clients by providing them with financial solutions aligned to their needs. The identification of opportunities for wealth...
Jan 15, 2021
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. This role is a client facing role managing our low value clients within a centralized team with a responsibility to develop, advise and retain portfolio of Wealth clients. The role holder will represent HSBC Securities (USA) Inc., HSBC Bank USA, N.A. and HSBC Insurance Agency (USA) Inc. This will be achieved by active management of low value Wealth clients and will entail regularly updating and analyzing client financial information to identify wealth solutions that are suitable to meet the client's needs, advising the client on a variety of potential wealth solutions. The role holder will aim to develop these low opportunity wealth clients into core wealth clients by providing them with financial solutions aligned to their needs. The identification of opportunities for wealth...
Financial Crime Threat Mitigation (FCTM) provides HSBC with a unified global capability to identify, analyze and investigate financial crime threats to the Bank. FCTM harnesses intelligence, analytics, technology, investigation, information sharing, and public-private partnership towards an industry-leading, intelligence-led financial crime threat mitigation strategy. The role holder will report to the Senior Manager of Applied Analytics team, joining a diverse team of data analysts charged with the provision of analytic support to a broad range of stakeholders and the development of innovative analytic approaches aimed at proactively identifying financial crime risk. The role offers skilled and motivated candidates an exciting opportunity to affect real world change through the identification and mitigation of financial criminal's access to the formal financial system. Role Description The role holder will be responsible for responding to stakeholders' analytic needs...
Jan 15, 2021
Financial Crime Threat Mitigation (FCTM) provides HSBC with a unified global capability to identify, analyze and investigate financial crime threats to the Bank. FCTM harnesses intelligence, analytics, technology, investigation, information sharing, and public-private partnership towards an industry-leading, intelligence-led financial crime threat mitigation strategy. The role holder will report to the Senior Manager of Applied Analytics team, joining a diverse team of data analysts charged with the provision of analytic support to a broad range of stakeholders and the development of innovative analytic approaches aimed at proactively identifying financial crime risk. The role offers skilled and motivated candidates an exciting opportunity to affect real world change through the identification and mitigation of financial criminal's access to the formal financial system. Role Description The role holder will be responsible for responding to stakeholders' analytic needs...
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Primary Responsibilities/Essential Functions : Primary point of contact for policy related questions for all HNW Miami-OSJ Registered Representatives, with back up support for HNW NY-OSJ, and HNW San Francisco, Beverly Hills, and Seattle offices. Enforce H.S.I. Written Supervisory Procedures Review and Approve Daily Trade Blotters, and Trade Alerts. Resolve and minimize Trade Errors Correspondence Review Back up support for Marketing Material review E-Mail Review Seminar Review and Approval Customer Complaint Handling Gift and Entertainment Review and Approval Staff Dealing Review and Approval Review and Approve Professional Designations Manage all Branch office inspections Ensure adherence to Best Interest Policies and Procedures...
Jan 15, 2021
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Primary Responsibilities/Essential Functions : Primary point of contact for policy related questions for all HNW Miami-OSJ Registered Representatives, with back up support for HNW NY-OSJ, and HNW San Francisco, Beverly Hills, and Seattle offices. Enforce H.S.I. Written Supervisory Procedures Review and Approve Daily Trade Blotters, and Trade Alerts. Resolve and minimize Trade Errors Correspondence Review Back up support for Marketing Material review E-Mail Review Seminar Review and Approval Customer Complaint Handling Gift and Entertainment Review and Approval Staff Dealing Review and Approval Review and Approve Professional Designations Manage all Branch office inspections Ensure adherence to Best Interest Policies and Procedures...
Provide support to the US Head of Pension Risk, US Pension Risk Steward, US CRO and Global Head of Pension Risk in the shaping and stewardship of the pension risk management infrastructure of North America Holdings Inc. (HNAH), to support effective risk and capital management of pension risk, by establishing and maintaining assessment mechanisms, governance and guidelines for management of pension benefits risks (which include non-qualified and post-employment medical benefits). Support the end-to-end delivery of supervisory and regulatory requirements, including OCC Heightened Standards, collaborating with senior stakeholders across Risk and the Business to drive progress and ensuring deliverables resolve regulatory concerns. Assist in the delivery and execution of the Risk Assessment Matrix; a program designed to gauge the quantity and quality of risk management capabilities across the Three Lines of Defense. Assistance in the maintenance, communication and embedment of...
Jan 14, 2021
Provide support to the US Head of Pension Risk, US Pension Risk Steward, US CRO and Global Head of Pension Risk in the shaping and stewardship of the pension risk management infrastructure of North America Holdings Inc. (HNAH), to support effective risk and capital management of pension risk, by establishing and maintaining assessment mechanisms, governance and guidelines for management of pension benefits risks (which include non-qualified and post-employment medical benefits). Support the end-to-end delivery of supervisory and regulatory requirements, including OCC Heightened Standards, collaborating with senior stakeholders across Risk and the Business to drive progress and ensuring deliverables resolve regulatory concerns. Assist in the delivery and execution of the Risk Assessment Matrix; a program designed to gauge the quantity and quality of risk management capabilities across the Three Lines of Defense. Assistance in the maintenance, communication and embedment of...
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. The HSBC Private Bank Credit Advisor is an expert on all credit and risk based products with emphasis and support to Private Banking relationship managers and business heads. Responsible for identifying, structuring, negotiating, underwriting new credit opportunities. Will also managing existing portfolio, develop appropriate recommendations for credit approval, ensure compliance with documented covenants and financial reporting requirements. Must be knowledgeable of and responsible for adherence to all HSBC risk, control and compliance policies and procedures and have ability to implement changes as needed. Primary Responsibilities/Essential Functions: Effectively communicate HSBC Private Bank lending strategy and risk appetite Operate with a sense of urgency, ability...
Jan 14, 2021
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. The HSBC Private Bank Credit Advisor is an expert on all credit and risk based products with emphasis and support to Private Banking relationship managers and business heads. Responsible for identifying, structuring, negotiating, underwriting new credit opportunities. Will also managing existing portfolio, develop appropriate recommendations for credit approval, ensure compliance with documented covenants and financial reporting requirements. Must be knowledgeable of and responsible for adherence to all HSBC risk, control and compliance policies and procedures and have ability to implement changes as needed. Primary Responsibilities/Essential Functions: Effectively communicate HSBC Private Bank lending strategy and risk appetite Operate with a sense of urgency, ability...
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. This position is responsible for the supervision of multiple teams or functional areas within the customer service call center. Responsible for ensuring quality service is provided and sales solicitation is performed. Monitors operational and sales statistics, conducts quality checks and reviews to ensure compliance with departmental standards and/or service level agreements and sales goals are met. Analyzes key call center metrics to improve productivity and effectiveness. Assists in the development, monitoring and reporting of key performance measures. Ensures area is fully staffed and well trained to meet servicing and sales objectives. Impact on the Business Provide input to and participate in the development of policies and procedures for the area and ensure...
Jan 14, 2021
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. This position is responsible for the supervision of multiple teams or functional areas within the customer service call center. Responsible for ensuring quality service is provided and sales solicitation is performed. Monitors operational and sales statistics, conducts quality checks and reviews to ensure compliance with departmental standards and/or service level agreements and sales goals are met. Analyzes key call center metrics to improve productivity and effectiveness. Assists in the development, monitoring and reporting of key performance measures. Ensures area is fully staffed and well trained to meet servicing and sales objectives. Impact on the Business Provide input to and participate in the development of policies and procedures for the area and ensure...
The Premier and Wealth proposition is a strategic priority for HSBC and the role of Sr. Premier Relationship Officer is a key supporting role in the achievement of the proposition objectives. The Securities Licensed Sr. Premier Relationship Officer provides sales support to registered securities representatives as well as an ability to enter trade orders on accounts. The licensed Sr. PRO has a strong understanding of the brokerage industry, trading operations and HSI's brokerage products. Work is often performed under the direction of registered securities representatives. This role is a part of the Premier and Wealth relationship team and a key relationship support role created to provide an outstanding customer experience to the valuable Premier clients and increase Premier Relationship Manager's (PRM's), Premier Relationship Advisors(PWA's) and Premier Wealth Advisors(PWA's) client facing time. The role provides dedicated support to a team of PRM/PRA/PWA in the overall...
Jan 14, 2021
The Premier and Wealth proposition is a strategic priority for HSBC and the role of Sr. Premier Relationship Officer is a key supporting role in the achievement of the proposition objectives. The Securities Licensed Sr. Premier Relationship Officer provides sales support to registered securities representatives as well as an ability to enter trade orders on accounts. The licensed Sr. PRO has a strong understanding of the brokerage industry, trading operations and HSI's brokerage products. Work is often performed under the direction of registered securities representatives. This role is a part of the Premier and Wealth relationship team and a key relationship support role created to provide an outstanding customer experience to the valuable Premier clients and increase Premier Relationship Manager's (PRM's), Premier Relationship Advisors(PWA's) and Premier Wealth Advisors(PWA's) client facing time. The role provides dedicated support to a team of PRM/PRA/PWA in the overall...
The US Core Banking IT team is responsible for a broad range of services including wholesale and retail deposits, payment processing, remote deposit capture and check processing. These services are leveraged by multiple global business lines including retail and wholesale banking, wealth management and global banking & markets. Technologies span multiple platforms including mainframe, mid-range (AS/400) and distributed (Windows and Linux). We are the heart of banking, supplying the core behind the customer facing channels that include ATM's, credit cards, internet banking, mobile banking, phone banking, and teller activities. The Technology Programme/Portfolio Management job is accountable for delivery of Technology Programmes, Business Change Programme, or delivery of a critical Technology-only programmes within a Technology Portfolio. This Job manages change initiation, design and delivery and accountable for successful delivery of the programme and ensuring benefits...
Jan 14, 2021
The US Core Banking IT team is responsible for a broad range of services including wholesale and retail deposits, payment processing, remote deposit capture and check processing. These services are leveraged by multiple global business lines including retail and wholesale banking, wealth management and global banking & markets. Technologies span multiple platforms including mainframe, mid-range (AS/400) and distributed (Windows and Linux). We are the heart of banking, supplying the core behind the customer facing channels that include ATM's, credit cards, internet banking, mobile banking, phone banking, and teller activities. The Technology Programme/Portfolio Management job is accountable for delivery of Technology Programmes, Business Change Programme, or delivery of a critical Technology-only programmes within a Technology Portfolio. This Job manages change initiation, design and delivery and accountable for successful delivery of the programme and ensuring benefits...
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Deliver excellent customer service to a wide range of HSBC RBWM local and international customers (whille ensuring the cost effectiveness of the operation). Handle all functions and regulations related to loan processing. Deliver upon quantitative and qualitative key performance indicators, in line with our business strategies and regulatory requirements (scorecard). Continually review and understand work practices and policies to ensure ongoing audit and risk standards are met. Ensure fair outcomes for customers are delivered in all situations. Impact on the Business Serve as the primary point of contact for the customer during the mortgage origination process while providing continual status updates to the client and the loan officer through loan...
Jan 14, 2021
At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Deliver excellent customer service to a wide range of HSBC RBWM local and international customers (whille ensuring the cost effectiveness of the operation). Handle all functions and regulations related to loan processing. Deliver upon quantitative and qualitative key performance indicators, in line with our business strategies and regulatory requirements (scorecard). Continually review and understand work practices and policies to ensure ongoing audit and risk standards are met. Ensure fair outcomes for customers are delivered in all situations. Impact on the Business Serve as the primary point of contact for the customer during the mortgage origination process while providing continual status updates to the client and the loan officer through loan...
Join the North American BOS (Business Optimization Solutions) Team and assist us on our Cloud journey This is an opportunity to work with leading technologies and solve technically challenging problems The successful candidate will work with the Management team to identify and roadmap the elimination of technical debt and move strategic products to the Cloud Must be able to understand underlying architecture of systems and recommend design and implementation patterns Be a mentor to BOS staff on Cloud Technologies Develop and maintain BOS applications mainly in a Java/JEE environment Work closely with stakeholders on new Cloud based products or features and improvements to existing products Provide level 3 support for BOS owned applications Automate routine tasks where possible via Devops tooling such as Ansible Deliver a Continuous Integrated pipeline, liaising between developers, business analysts and product teams Continue to improve BOS DevOps tooling and...
Jan 14, 2021
Join the North American BOS (Business Optimization Solutions) Team and assist us on our Cloud journey This is an opportunity to work with leading technologies and solve technically challenging problems The successful candidate will work with the Management team to identify and roadmap the elimination of technical debt and move strategic products to the Cloud Must be able to understand underlying architecture of systems and recommend design and implementation patterns Be a mentor to BOS staff on Cloud Technologies Develop and maintain BOS applications mainly in a Java/JEE environment Work closely with stakeholders on new Cloud based products or features and improvements to existing products Provide level 3 support for BOS owned applications Automate routine tasks where possible via Devops tooling such as Ansible Deliver a Continuous Integrated pipeline, liaising between developers, business analysts and product teams Continue to improve BOS DevOps tooling and...
This is a branch based customer facing role to generate revenue by meeting customer needs and service where required primarily with Personal Banking and Advance customer segments. This role delivers proposition by providing a consistently excellent customer experience and encouraging customers to use additional channels where appropriate. To undertake simple product sales as appropriate using the EDRAS based sales process to discover customer needs. Provides referrals to Mortgage, Retail Business Banking sales staff and Premier customer segment aligned employees based on customer needs. Primary lobby manager who receives and engages walk-in customers in a friendly and courteous manner. Listens, understands and interprets customer needs and provides options on how they bank with us. Handles less complex customer service requests and pro-actively manages the self-service strategy. This role utilizes a customer lead generation system to provide targeted sales opportunities to current...
Jan 14, 2021
This is a branch based customer facing role to generate revenue by meeting customer needs and service where required primarily with Personal Banking and Advance customer segments. This role delivers proposition by providing a consistently excellent customer experience and encouraging customers to use additional channels where appropriate. To undertake simple product sales as appropriate using the EDRAS based sales process to discover customer needs. Provides referrals to Mortgage, Retail Business Banking sales staff and Premier customer segment aligned employees based on customer needs. Primary lobby manager who receives and engages walk-in customers in a friendly and courteous manner. Listens, understands and interprets customer needs and provides options on how they bank with us. Handles less complex customer service requests and pro-actively manages the self-service strategy. This role utilizes a customer lead generation system to provide targeted sales opportunities to current...
This is a branch based customer facing role to generate revenue by meeting customer needs and service where required primarily with Personal Banking and Advance customer segments. This role delivers proposition by providing a consistently excellent customer experience and encouraging customers to use additional channels where appropriate. To undertake simple product sales as appropriate using the EDRAS based sales process to discover customer needs. Provides referrals to Mortgage, Retail Business Banking sales staff and Premier customer segment aligned employees based on customer needs. Primary lobby manager who receives and engages walk-in customers in a friendly and courteous manner. Listens, understands and interprets customer needs and provides options on how they bank with us. Handles less complex customer service requests and pro-actively manages the self-service strategy. This role utilizes a customer lead generation system to provide targeted sales opportunities to current...
Jan 14, 2021
This is a branch based customer facing role to generate revenue by meeting customer needs and service where required primarily with Personal Banking and Advance customer segments. This role delivers proposition by providing a consistently excellent customer experience and encouraging customers to use additional channels where appropriate. To undertake simple product sales as appropriate using the EDRAS based sales process to discover customer needs. Provides referrals to Mortgage, Retail Business Banking sales staff and Premier customer segment aligned employees based on customer needs. Primary lobby manager who receives and engages walk-in customers in a friendly and courteous manner. Listens, understands and interprets customer needs and provides options on how they bank with us. Handles less complex customer service requests and pro-actively manages the self-service strategy. This role utilizes a customer lead generation system to provide targeted sales opportunities to current...
Processes and initiates various financial transactions for Company customers and assists branch office management in new business through referrals and meets established sales referral and promotional sales goals. Enhances Company image through pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations. Impact on the Business Meet established sales referral and promotional sales goals Accept and process deposits, payments, checks for cashing and other transactions according to established procedures and performance standards. Ready workstation at start of shift; strike and balance cash and transactions at end of shift. Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally. Customers / Stakeholders Enhance Company image through pro-active customer-driven servicing of their needs in support of...
Jan 14, 2021
Processes and initiates various financial transactions for Company customers and assists branch office management in new business through referrals and meets established sales referral and promotional sales goals. Enhances Company image through pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations. Impact on the Business Meet established sales referral and promotional sales goals Accept and process deposits, payments, checks for cashing and other transactions according to established procedures and performance standards. Ready workstation at start of shift; strike and balance cash and transactions at end of shift. Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally. Customers / Stakeholders Enhance Company image through pro-active customer-driven servicing of their needs in support of...
US Operational and Resilience Risk (ORR) is a sub-function of Group Risk. Its purpose is to ensure HSBC understands, and is in control of, its non-financial risk position. In addition, the function provides resilience risk stewardship to US businesses, functions and entities in which the US bank operates. Data Resilience is the ability to provide critical services to HSBC's customers, affiliates, and counterparties, during sustained or significant operational disruption related to data (i.e. quality) or information (i.e. data that has consumable business value to an end-user). The risk type focuses on confidentially, integrity, and availability through the data lifecycle - notably, data risk oversight related to legal (i.e. data privacy) and regulatory compliance (i.e. data localization, record management) topics are beyond the scope of this role. The Data Resilience Manager will serve as a specialist as part of HSBC's second line of defence Operational and Resilience Risk team....
Jan 14, 2021
US Operational and Resilience Risk (ORR) is a sub-function of Group Risk. Its purpose is to ensure HSBC understands, and is in control of, its non-financial risk position. In addition, the function provides resilience risk stewardship to US businesses, functions and entities in which the US bank operates. Data Resilience is the ability to provide critical services to HSBC's customers, affiliates, and counterparties, during sustained or significant operational disruption related to data (i.e. quality) or information (i.e. data that has consumable business value to an end-user). The risk type focuses on confidentially, integrity, and availability through the data lifecycle - notably, data risk oversight related to legal (i.e. data privacy) and regulatory compliance (i.e. data localization, record management) topics are beyond the scope of this role. The Data Resilience Manager will serve as a specialist as part of HSBC's second line of defence Operational and Resilience Risk team....
The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to acquire, advise, and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by RBWM). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners. The Premier Relationship Manager (PRM) will identify and refer wealth solutions to Premier...
Jan 14, 2021
The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to acquire, advise, and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by RBWM). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners. The Premier Relationship Manager (PRM) will identify and refer wealth solutions to Premier...
To support Head of Healthcare in the coverage of selected high priority Healthcare accounts via creation of sector-based content driven presentations/dialogue, coverage of certain CMB clients through sector-based content, and providing support to Financial Sponsors on related Healthcare transactions. To establish a holistic understanding of clients' needs and deliver innovative high value solutions across all product lines, gaining significant business and sustainable returns for the Group. Impact on the Business Develop and maintain 'trusted advisor' relationship and access at key decision maker level for assigned current and target clients. Work to reposition the firm to higher value added solicitation, enhancing the perception of the Bank amongst its existing and prospective clients. Co-ordinate origination and execution of 'event-driven' or major 'significant flow' business. Build the Global Banking franchise value/reputation in the market place....
Jan 14, 2021
To support Head of Healthcare in the coverage of selected high priority Healthcare accounts via creation of sector-based content driven presentations/dialogue, coverage of certain CMB clients through sector-based content, and providing support to Financial Sponsors on related Healthcare transactions. To establish a holistic understanding of clients' needs and deliver innovative high value solutions across all product lines, gaining significant business and sustainable returns for the Group. Impact on the Business Develop and maintain 'trusted advisor' relationship and access at key decision maker level for assigned current and target clients. Work to reposition the firm to higher value added solicitation, enhancing the perception of the Bank amongst its existing and prospective clients. Co-ordinate origination and execution of 'event-driven' or major 'significant flow' business. Build the Global Banking franchise value/reputation in the market place....
Processes and initiates various financial transactions for Company customers and assists branch office management in new business through referrals and meets established sales referral and promotional sales goals. Enhances Company image through pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations. Impact on the Business Meet established sales referral and promotional sales goals Accept and process deposits, payments, checks for cashing and other transactions according to established procedures and performance standards. Ready workstation at start of shift; strike and balance cash and transactions at end of shift. Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally. Customers / Stakeholders Enhance Company image through pro-active customer-driven servicing of their needs in support of...
Jan 14, 2021
Processes and initiates various financial transactions for Company customers and assists branch office management in new business through referrals and meets established sales referral and promotional sales goals. Enhances Company image through pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations. Impact on the Business Meet established sales referral and promotional sales goals Accept and process deposits, payments, checks for cashing and other transactions according to established procedures and performance standards. Ready workstation at start of shift; strike and balance cash and transactions at end of shift. Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally. Customers / Stakeholders Enhance Company image through pro-active customer-driven servicing of their needs in support of...
The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to acquire, advise, and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by RBWM). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners. The Premier Relationship Manager (PRM) will identify and refer wealth solutions to Premier...
Jan 14, 2021
The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to acquire, advise, and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by RBWM). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners. The Premier Relationship Manager (PRM) will identify and refer wealth solutions to Premier...
The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to acquire, advise, and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by RBWM). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners. The Premier Relationship Manager (PRM) will identify and refer wealth solutions to Premier...
Jan 14, 2021
The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to acquire, advise, and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by RBWM). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners. The Premier Relationship Manager (PRM) will identify and refer wealth solutions to Premier...
