Role Overview
HSBC Global Services Limited seeks a Private Client Relationship Manager dedicated to Brazil-focused high-net-worth clientele. The role involves acquiring, maintaining, and expanding profitable, long-term relationships with individuals who are resident in or have a nexus to Brazil, aimed at growing AUM and gross revenue. The position is based in Miami, FL 33131.
Key Responsibilities
- Combine client relationship management with rigorous risk assessment to ensure credit quality and appropriate returns on risk.
- Maintain HSBC internal control standards, including timely resolution of audit points and addressing matters raised by external regulators.
- Originate target-market clients in Brazil for investment AUM, lending, and advisory services, collaborating with the US network and developing self-sourced prospects and referrals in Brazil.
- Grow revenues across the allocated portfolio, originate new revenue streams, and increase HSBC’s share of client wallet by coordinating with product specialists to align with HNW client requirements.
- Establish and maintain networks with other HSBC businesses to create cross-border solutions that span geographical/product boundaries and regulatory environments.
Requirements & Qualifications
- Familiarity with high-potential future HNW/UHNW clients.
- Minimum of 5 years of relationship management experience in banking.
- Proven track record in asset gathering, asset growth, and revenue generation.
- Excellent commercial and negotiation skills with a strong customer service focus.
- Strong communication skills for direct client contact and problem solving.
- Solid understanding of financial markets and products; ability to provide robust financial and statistical analyses.
- Attention to detail and creative problem-solving abilities.
- Series 7 and 66 licenses required.
- Bachelor’s Degree required.
- Fluency in Portuguese.
Compliance & Location
In compliance with applicable laws, applicants must be legally authorized to work in the U.S. HSBC will not sponsor immigration for this position.
Benefits & Development
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you possess the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, within a welcoming and inclusive work environment. You will be empowered to engage HSBC’s communities through a leading volunteerism policy, a generous matching gift program, and a comprehensive program of Sustainability and Climate Change initiatives. Employee Resource Groups play a central role in life at HSBC, supporting employee development and networking inside and outside the bank. We value differences, succeed together, take responsibility, and get things done as we build the bank of the future.
Compensation Details
Your final fixed pay offer will depend on the candidate and several variables, including but not limited to role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
All qualified applicants
