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Bilingual AVP Premier Relationship Manager
Location : California, Los Angeles
Refer job # IXGW339342

Job Responsibilities and Requirements: The term compliance embraces all relevant financial services laws, rules and codes with which the business has to comply. This will be achieved by adhering to all relevant processes/procedures and by communication with Compliance department about new business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimizing relations with regulators. The incumbent will ensure 100% adherence to completion of HSBC mandatory training and any required compliance and risk-related training courses. Minimum of 3 years proven and progressive financial services and/or retail sales experience or equivalent, including evidence of strong sales results and knowledge of insurance and investment products for referral purposes. Relationship management experience with high net worth customers or equivalent. Bachelors degree or equivalent experience. Series 6, 63, Life and Health Insurance licenses required. On an exception basis, a 60 day contingency may be granted solely at management's discretion (this period is for self-study, with no client contact). Licenses are required to discover and refer investment and insurance opportunities with potential and existing customers. Strong sales, communication, cross-selling, sales planning, mathematical, decision-making and analytical skills. Strong relationship management/building, customer service, time management and prioritization skills. Broad knowledge of financial services products and services. Ability to use customer relationship management systems. Understanding of business banking customer segment and products and services appropriate to compliment Premier offerings. A strong sense of ownership, responsibility and accountability. An excellent understanding of financial planning, wealth management and understanding client needs. Leadership Capabilities Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly Be ambitious about providing the highest standards of delivery to colleagues and clients Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity Be authentic and show ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses Global Wealth Management - Relationship Manager Technical Capabilities (refer to PRM Capability Framework for more details) Technical Capabilities Client Skills Client focus Portfolio management Analysis and Advice Communicating & influencing Business Acumen Marketplace knowledge Business understanding Solutions Premier products and services HSBC services and propositions Processes Risk and compliance Business processes Tools and systems Note: Capability Requirements Excellent understanding of financial planning, wealth management and understanding client need Excellent relationship management and people management skills Client driven with a strong focus on quality of service Strong interpersonal communication skills.



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