High Net Worth Relationship Manager - LATAM

High Net Worth Relationship Manager - LATAM

Brand: HSBC
Area of Interest: Private Banking
Location: Miami, FL, US, 33131
Work style: Hybrid Worker
Date: 5 May 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.
As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on UHNW and HNW individuals resident in or with a nexus to LATAM, preference Mexico. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on LATAM to generate new AUM and Gross Revenue.
As our High-Net-Worth Relationship Manager-LATAM you will:
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 and LATAM network as well as developing self-sourced prospects and referral sources in Mexico
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 UHNW and 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
You’ll likely have the following qualifications to succeed in this role:
Familiarity in working with clients and prospects who are high-potential HNW/UHNW clients
Proven track record in asset gathering, asset growth and revenue generation
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 required
Bachelor’s Degree required
Fluent in Spanish and English
Competitive pay and benefits package including a robust Wellness Hub and a comprehensive program of immersive Sustainability and Climate Change Initiatives.

#J-18808-Ljbffr