Private Client (PC) Relationship Manager
Brand: HSBC
Area of Interest: Private Banking
Location: New York, NY, US, 10001
Work style: Hybrid Worker
Date: 28 Jan 2026
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.
Responsibilities
As a PC Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on HNW individuals resident in the North East Region. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on North East Region to generate new AUM and Gross Revenue.
Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk. Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US network as well as developing self-sourced prospects and referral sources
Be expected to grow revenues across allocated portfolio and originate new revenue streams as well as increase HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with HNW client requirements
Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments
Qualifications
Familiarity in working with clients and prospects who are high-potential future HNW/UHNW clients
Proven track record in asset gathering, asset growth and revenue generation
Excellent commercial and negotiation skills, Strong customer service focus
Highly developed communication skills for use in direct client contact and problem solving
Excellent understanding of financial markets and products
Ability to provide strong financial and statistical analysis
Attention to detail and the ability to think creatively to solve problems
Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66
Bachelor’s Degree required
Compensation and Benefits 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 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.
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 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!
EEO Statement 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.
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Area of Interest: Private Banking
Location: New York, NY, US, 10001
Work style: Hybrid Worker
Date: 28 Jan 2026
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.
Responsibilities
As a PC Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on HNW individuals resident in the North East Region. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on North East Region to generate new AUM and Gross Revenue.
Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk. Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US network as well as developing self-sourced prospects and referral sources
Be expected to grow revenues across allocated portfolio and originate new revenue streams as well as increase HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with HNW client requirements
Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments
Qualifications
Familiarity in working with clients and prospects who are high-potential future HNW/UHNW clients
Proven track record in asset gathering, asset growth and revenue generation
Excellent commercial and negotiation skills, Strong customer service focus
Highly developed communication skills for use in direct client contact and problem solving
Excellent understanding of financial markets and products
Ability to provide strong financial and statistical analysis
Attention to detail and the ability to think creatively to solve problems
Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66
Bachelor’s Degree required
Compensation and Benefits 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 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.
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 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!
EEO Statement 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.
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