Relationship Officer
Employment type
Full-time
Work setting
On-site
Location
San Francisco, CA
Schedule
Day shift
Posted
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Job overview
The Relationship Officer is an onsite role based in San Francisco, CA. Compensation is not specified, supporting the Private Banking team at HSBC. This role provides high-level service to private banking clients. The officer manages account opening processes, facilitates client visitation, and maintains KYC data while supporting sales teams in delivering financial solutions.
What you'll do
- Manage account opening and KYC data
- support Relationship Managers in client meetings
- facilitate account approvals with compliance
- research financial solutions
- maintain client database.
What we're looking for
- Skills & competencies
- full-timeday shiftsan francisco carelationship officerprivate bankingkycfinancial servicesmandarincantoneseonsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive pay, wellness hub, volunteerism policy, matching gift program.
Why this role
Requires Mandarin and Cantonese fluency; focus on private banking and high-net-worth clients.
About the employer
HSBC is hiring for this role. Industry: Savings Institutions and Other Depository Credit Intermediation. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Savings Institutions and Other Depository Credit Intermediation
- Occupation code
- 13-2072.00
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Listing ID: 8f8a3512-bc46-4060-a94d-5347d0674e32