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Premier Relationship Manager

Learn more about HSBC
HSBC

HSBC

Premier Relationship Manager

San Gabriel, CA
Full Time
Paid
  • Responsibilities

    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.

    Here’s what you can expect:

    As an AVP Premier Relationship Manager, you will be our customer’s point of contact for all of their financial needs. You will uncover new needs by engaging in conversation and asking open-ended questions to understand what is important to them to develop a plan. On a daily basis, you will be engaging with clients and prospects in person, on the phone or by email to develop and deepen relationships as well as performing business development in the local community. To thrive in this job, you will need experience in a similar role at a bank or financial institution where you successfully assisted clients with their financial needs and goals through products and services offered and built client trust. You must also have the following licenses: State insurance license, SIE, Series 6 securities license, and Series 63 securities license.

    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.

    • You will be calling on customers and new prospects by phone or email to schedule appointments and build trusted relationships.
    • Engaging in consultative conversations to develop financial plans, uncover client needs and offer financial solutions.
    • Collaborate. Speak with employees and partners around the globe to match your customers with the services they need.
    • Pride in your ability to provide excellent client service and assist our customers in their financial journey.
    • Incredible benefits. HSBC provides you with competitive and flexible benefit choices so you can select the benefits that best meet your personal situation and needs. HSBC offers a wide range of benefits designed to help you improve your health and well-being, finances, and lifestyle.
    • Series 6, 63, Life and Health insurance licenses required

    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. 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. 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.

  • Industry
    Financial Services
  • About Us

    HSBC is one of the world’s largest banking and financial services organizations. Our global businesses serve around 39 million customers worldwide through a network that covers 62 countries and territories. Our customers range from individual savers and investors to some of the world’s biggest companies, governments and international organizations. We aim to connect them to opportunities and help them to achieve their ambitions.