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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.The Mortgage Experience Associate will be responsible for supporting the Mortgage Originations team by ordering supporting documents (including translations, international credit reports etc.). This role is also responsible for direct interaction with customers, and collaborating directly with mortgage support team, loan officers, and external vendorsAs our Mortgage Experience Associate you will:<ul><li>Prioritize work flow to meet deadlines</li><li>Serve as liaison to Mortgage Support Teams and external vendors</li><li>Proactively follow up on assigned tasks to ensure completion in timely manner&nbsp;</li><li>Manage mortgage process to ensure positive customer experience &nbsp;</li><li>Work closely with first time homebuyers who will require extra attention to understand program options, mortgage guidelines and what to expect throughout the process</li><li>Interact with the client regarding complex situations relating to third party grants, down payment assistance and closing cost coverage</li></ul>For this role, HSBC targets a pay range between $55,900 and $83,900.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 You´ll likely have the following qualifications to succeed in this role:<ul><li>Minimum of an associate’s degree in business, related field or equivalent experience</li><li>Minimum of an associate’s degree in business, related field or equivalent experience</li><li>5 years of proven experience</li><li>Fluent Spanish</li><li>Proven communications, decision-making, customer service, sales, support, problem-solving, multi-tasking and organizational skills&nbsp;</li><li>Proficiency with personal computers as well as pertinent mainframe systems and software packages</li><li>Ability to work independently, handle detail and maintain confidentiality&nbsp;</li><li>Working knowledge of the mortgage process, including pricing, registration, processing and closing</li><li>Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. 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.

HSBC

Mortgage Experience Associate

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.Portfolio Management Associate, Infrastructure Finance, US Commercial Banking will play a crucial role in supporting end-to-end infrastructure finance by managing, analyzing and monitoring our sustainable infrastructure, renewables and project finance transactions with our Commercial Banking clients. This role focuses on Commercial Banking customers and transactions and will report to Commercial Banking management. This role will work closely together and collaborate with HSBC’s Infrastructure Finance team. This role will be co-located with, and will liaise with, the local Global Banking Infrastructure team. By joining HSBC as Portfolio Management Associate in this role, you will have the opportunity to contribute to the growth of sustainable finance in the region. This role offers a unique combination of responsibilities and the chance to work with a diverse and talented team, driving innovation and success in the sustainable finance space.&nbsp;&nbsp; As our Portfolio Management Associate you will:<ul><li>Support Senior Management in proactively monitoring credit quality of project finance, renewables and sustainable infrastructure portfolio</li><li>Assess project level due diligence including relevant technical, environmental, legal and market studies</li><li>Build strategic and valued relationships with customers in the project finance, renewables and sustainable infrastructure sector, applying knowledge to provide value-add advice and assistance</li><li>Have a strong collaboration internally to develop best-in-class experience and outcomes for our teams and employees</li><li>Provide strong management and timely submission of financial reporting </li><li>Assist frontline US and Commercial Banking relationship managers and HSBC Infrastructure Finance deal teams with proper credit review and submissions to relevant risk stewards and stakeholders</li><li>Be able to analyze a credit request and conduct financial modelling </li><li>Adhere to HSBC policies, procedures, and control requirements and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures</li><li>Ensure all actions take into account the likelihood of operational risk occurring, addressing areas of concern in conjunction with Risk and relevant colleagues and ensuring that actions resulting from internal/external audits and external regulators are correctly implemented in a timely fashion</li></ul>For this role, HSBC targets a pay range between $110,000.00 and $150,000.00The 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 You´ll likely have the following qualifications to succeed in this role:<ul><li>Technical understanding of infrastructure, sustainable infrastructure, renewables and project finance </li><li>Strong financial and credit analysis skills</li><li>Effective stakeholder and risk steward management skills</li><li>Strong teamwork skills promoting an environment of co-operation and trust, overcoming resistance where encountered</li><li>Excellent prioritizing, organizational and time management abilities</li><li>Excellent verbal and written communications skills</li><li>Familiarity with complex limits and portfolio management systems and other Bank financial reporting systems would be an asset</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.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.

Portfolio Management Associate

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.Executive Assistant provide secretarial/administrative support. Role holders will exercise confidentiality, tact and diplomacy skills and will have sufficient expertise in their area to deputize for their superior and/or actively participate in meetings. They may also oversee small projects and have some decision-making authority/autonomy. EAs will support a single person and may, in turn, be supported by administrative staff.&nbsp;As our Executive Assistant you will:<ul><li>Organize schedules, maintain diaries, arrange travel and accommodation</li><li>Co-ordinate activities, events, resources, meetings, services and manage internal and external stakeholders</li><li>Support administration, compose presentations, draft reports and assist with key documents, such as business plans</li><li>Deputize at meetings and make decisions on matters relating to the business area</li><li>Manage external relationships and service providers</li><li>Gatekeeper or primary point of contact roles for an area</li><li>Adhere to HSBC policies and maintain confidentiality on sensitive activities in the remit area</li></ul>For this role, HSBC targets a pay range between $86,700 and $130,100.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 You´ll likely have the following qualifications to succeed in this role:<ul><li>Experience working in the financial services industry is preferred, but not required to be successful</li><li>At least 5 years of experience working with senior level executives in an administrative capacity.</li><li>University degree or equivalent.</li><li>Advanced knowledge in MS Office, Diary/Meeting Management, Travel Booking/Itinerary Management</li><li>Excellent written and oral communication skills.</li><li>Ability to anticipate executive needs as well as operate independently and handle majority of responsibilities without consultation</li><li>Excellent organizational skills</li><li>Excellent knowledge of various computer applications</li><li>Ability to deal with all levels of personnel in a courteous and efficient manner and exercise discretion on confidential matters</li><li>Excellent typing, customer service, problem-solving, and organizational skills</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.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.

Executive Assistant

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.The role holder's principal accountability would be to design and execute internal and external communications plans to support business activities, in line with HSBC policies. Communications team would support internal communications for employees as well as external communications for a variety of audiences. The role would report to a senior communications professional, though may also report to Business or Project managers when supporting particular campaignsAs our Communication Associate Vice President you will:<ul><li>Use insight and engagement of stakeholders in determining communication needs</li><li>Design communications plans to support business activities and strategies</li><li>Participate in communication campaigns and projects to support business activities and strategies</li><li>Create engaging content in line with HSBC values and ensure alignment with Global policies</li><li>Ensure effective communication of HSBC priorities, company purpose and business activities to diverse audiences</li><li>Execute communications strategies internally and externally</li></ul>For this role, HSBC targets a pay range between $82,600 and $123,900.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 You´ll likely have the following qualifications to succeed in this role:<ul><li>At least 5-7 years of experience working with senior level executives in an administrative capacity</li><li>Excellent written and oral communication skills.</li><li>Advanced knowledge in MS Office, Canva and any editorial program</li><li>Excellent organizational skills.</li><li>University degree or equivalent</li><li>Excellent knowledge of various computer applications.</li><li>Experience working in the financial services industry is preferred, but not required to be successful</li><li>Excellent typing, customer service, problem-solving, and organizational skills</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.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.

Communication Associate Vice President

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. International Subsidiary Banking (“ISB”) provides banking coverage to the subsidiaries of Commercial Banking (CMB) clients within the Corporate segment. The ISB strategy is to provide consistent, in-depth and dedicated coverage across the HSBC network with the end goal to deepen our relationship with our clients. The ISB business is a significant contributor of revenue to CMB and consists of a network of dedicated bankers across more than 50 countries managing over 35,000 subsidiary client relationships. The ISB Senior Relationship Manager a portfolio of ISB customers, with accountability for sales, service, risk and operational delivery. As our Senior Relationship Manager&nbsp; you will: &nbsp;<ul><li>Be the go-to advisor for acquiring, retaining and growing ISB Commercial Banking customer relationships Report to the Co-Head of the Eastern Region with coverage including New York, the broader Tri-State Area and DMV region (D.C. Maryland and Virginia), as well as responsibility for the Indian corridor and the Industrials Sector Coverage. To thrive in this job, you’ll need a proven understanding of commercial lending and risk assessment </li><li>Be familiar with a CRM tool and the technical and personal details it takes to manage many stakeholders through a complex international decision-making process </li><li>Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment&nbsp; </li><li>Work to build existing and win new long-term customer relationships </li></ul>For this role, HSBC targets a pay range between $155,700.00 and $233,600.00 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 You´ll likely have the following qualifications to succeed in this role: <ul><li>Direct experience with Indian large corporate clients required </li><li>Strong credit assessment and analysis skills, particularly with regard to more complex and structured facilities, with prior credit experience required </li><li>Minimum of 10 years of experience in managing commercial relationships, preferably with international needs&nbsp; </li><li>Minimum of 15 years of banking experience </li><li>Proven ability in identifying and meeting customer needs through matching a broad range of products and services&nbsp; </li><li>Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment </li><li>Build existing and win new long-term customer relationships </li><li>Collaborate with product partners to identify and match customer needs with relevant expertise; notably with Global Trade &amp; Receivables Finance, </li><li>Global Payments Services, Global Banking &amp; Markets, Global Private Banking and Global Asset Management </li><li>High level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues&nbsp; </li><li>Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations to both internal and external stakeholders </li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. 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.

Director, Relationship Manager

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. The Head of Surveillance, US &amp; Americas will be responsible for managing the overall Surveillance program across all three US business lines (Markets and Securities Services; Wholesale Banking; and Wealth &amp; Private Banking). The program consists of Trade, Electronic Communications, Voice, and Unauthorized Trading Surveillance activities. This is a pivotal management role which will ensure output, governance and connectivity remains at a high standard. The role-holder must be a clear, confident and impact conscious communicator, as there will be interactions with HSBC Senior Management and Regulators. As our Head of Surveillance, US &amp; Americas you will:<ul><li>Maintain an effective surveillance risk management program, the output of which are fit for purpose and effective</li><li>Assists management and the line of business Compliance Officers in identifying and containing compliance risk, monitoring, reporting, and certification, fostering a compliance culture and optimizing relations with Regulators</li><li>Develop strong relationships with all lines of defense and global surveillance colleagues: Senior Management, Audit, Front/Middle/Back Office, Operations, Compliance Advisory, Change Management, and IT</li><li>Understand areas of existing, new or emerging areas of risk for each business line and analyze any effect on the surveillance program</li><li>Strong interpersonal skills with the ability to communicate effectively with both Compliance and stakeholders</li><li>Maintain the HSBC internal control standards including the timely implementation of internal and external audit points, together with any issues raised by external regulators</li><li>Develop cases for the prioritization of Regional requirements within the global book of work and influence global stakeholders to ensure understanding and acceptance of these requirements</li><li>Work with the relevant business lines on high profile projects to ensure that the regulatory demands of those projects are met</li><li>Reassess the operational risks associated with the role and inherent risk in the businesses, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology</li><li>Respond to many demanding regulator-driven requirements (across various jurisdictions), whilst transforming the program to become even more effective and efficient</li></ul>For this role, HSBC targets a pay range between $240,000.00 and $320,000.00 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 You´ll likely have the following qualifications to succeed in this role: <ul><li>Detailed knowledge of US Market Abuse regulations and related surveillance expectations is essential</li><li>Seasoned professional from the global financial services industry with a strong Compliance background</li><li>Expert knowledge of cross business line products, with practical experience in relevant products or businesses</li><li>Proven ability to manage and articulate challenging messages with global business stakeholders</li><li>Experience building and maintaining relationships with senior employees and representing senior leadership externally</li><li>Ability to clearly articulate business and regulatory implications of analysis and findings</li><li>Proven ability to manage in various geographic locations</li><li>Ability to proactively evaluate global regulatory change / developments and react accordingly to keep the bank safe</li><li>Evidence of collaboration with key stakeholder functions as well as providing credible challenge to the business/desk supervisors in their daily risk management</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. 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.

Head of Surveillance, US & Americas

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.The Wealth Planner is a contributing member of HSBC’s Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family office specialists, who together provide advisory services to HSBC individual and family clients. The Financial Planning Lead leads the strategic financial planning delivery for the US Wealth &amp; Personal Banking business, serves as subject-matter expert on financial planning topics, particularly retirement planning and executive compensation/planning with concentrated positions, and works directly with clients to formulate and implement holistic financial planning advice.HSBC Wealth &amp; Personal Banking US is an integrated platform which provides comprehensive financial services to clients from mass affluent through Ultra High Net Worth (UHNW) segments. A cornerstone piece of HSBC’s model is the Wealth Planning &amp; Advisory team, a centralized team of specialist resources with deep technical expertise in the areas of estate planning, income tax, pre-immigration and cross-border tax planning, business succession, philanthropy, family governance, and family office advisory. Wealth Planning &amp; Advisory partners with internal stakeholders, including Sales management and Relationship Managers as assigned.&nbsp;Within the team, the Financial Planning Lead’s key focus is on Premier and Private Client segments on comprehensive financial plans and will work directly with multi-national executives and high earners across the client continuum to support WPB US’s focus on international-connected clients.As our Wealth Planner, Financial Planning Lead you will:<ul><li>Deliver high-quality, fit-for-purpose financial plan advice to Premier and Private Client clients, with a focus on connecting clients’ stated goals to thoughtful recommendations, and tying those recommendations to HSBC products and services. Execute at the highest level, bringing the bank’s best thinking to bear in a package that reflects the quality of our global brand</li><li>Focus on growth, help to drive new revenue by working directly with clients and connect financial plans to HSBC products and services</li><li>Become familiar with the full breadth of the HSBC offering and will be able to identify opportunities for product sales in furtherance of a client’s stated goals. Focus on high-value opportunities while creating scale for him/herself via trainings and teach-ins</li><li>Serve as financial planning subject-matter expert for the US business</li><li>Lead clients through the financial planning process, identify opportunities, and deliver recommendations in furtherance of a client’s stated financial goals</li><li>Assist Head of Wealth Planning and the WPB Sales Distribution team with building the financial planning platform for HSBC US</li><li>Partner with Regional Heads, Market Managers, and Sales Distribution team to grow financial planning fluency among Wealth Relationship Managers across the US</li><li>Provide thought leadership, training, and ongoing expertise on key financial planning themes, including retirement planning and executive compensation/restricted stock topics</li><li>Work in a close, collaborative team of planners with varied and complementary backgrounds to bring the appropriate expertise to a client scenario</li></ul>For this role, HSBC targets a pay range between $148,300.00 and $222,500.00The 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 You´ll likely have the following qualifications to succeed in this role:<ul><li>Mastery of the financial planning process and understanding of advanced tax, retirement, and executive compensation rules and strategies</li><li>Sales acumen and demonstrated experience effectively working with clients and ability to recommend appropriate, tailored solutions in furtherance of a client’s stated financial goals</li><li>Extensive experience presenting financial plans and an interest in teaching financial planning principles to a growing sales force</li><li>Certified Financial Planner designation and ten years’ experience working directly with clients in a financial planner capacity. Tax qualification (CPA, Masters in Tax) beneficial</li><li>Familiarity with MoneyGuide Pro financial planning software</li><li>Experience with non-US retirement plans, and Mandarin or Spanish language fluency a plus</li><li>Series 7 and 66 required, or ability to obtain within the first 90 days of employment</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.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.

Wealth Planner, Financial Planning Lead

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.The Hedge Fund Research Specialist, Alternative Investment Group role is part of the team performing investment due diligence for current and proposed holdings in third party managed alternative investment funds. &nbsp;The role involves working with the investment due diligence teams who are responsible for relationships the group has with 100-140 third party managers, working on fundamental bottom-up research. &nbsp;The position will be that of a generalist supporting a team of strategy specialists. Tasks to ensure the smooth running of the team function will also be required.&nbsp;As our Hedge Fund Research Associate you will:<ul><li>Organize the monitoring of the hedge fund investments. &nbsp;Ensuring that all systems are fully up to date with all required information with regards to those investments and that information is escalated in a timely manner where appropriate</li><li>Work with third part managers to ensure that they provide all the information that HSBC requires, liaising with compliance, legal and risk functions to make sure all points are covered</li><li>Assist in the writing of comprehensive investment due diligence reports in a timely manner</li></ul>For this role, HSBC targets a pay range between $100,400 and $150,600.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 You´ll likely have the following qualifications to succeed in this role:<ul><li>Undergraduate Bachelor’s degree in numerate discipline. Master’s degree will be appreciated</li><li>Investment experience in asset management, investment banking or related discipline</li><li>Strong written and verbal communication skills</li><li>Works well in team environment</li><li>Strong organizational skills</li><li>Proficient with Microsoft Office products</li><li>Self-starter, able to demonstrate initiative, well-developed time management skills</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. HSBC may engage in immigration sponsorship for this position if needed.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.

Hedge Fund Research Associate

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.The role is responsible for originating, analysing and executing infrastructure debt investment opportunities with a focus on the Americas, and supporting capital raising efforts.As our Infrastructure Debt Portfolio Manager you will:<ul><li>Originate and execute appropriate investment grade and non-investment grade infrastructure debt investments, with a focus on the Americas</li><li>Maintain and develop an origination network in the Americas with banks, advisors, sponsors, borrowers, other investors and with HSBC banking affiliates</li><li>Support fundraising activities and product development in co-operation with the Private Credit product specialists</li><li>Support reporting to clients and handling of material waivers/amendments/restructurings related to the portfolio in co-operation with the Portfolio Monitoring team</li><li>Support sustainable investment goals and initiatives </li><li>Support the handling of client queries and client calls &nbsp;in co-operation with Investor Relations</li><li>Liaise as necessary with other internal functions (e.g. Legal, Compliance, Risk) and external service providers (e.g. fund administrators, auditors)</li><li>Be a role model and set high standards for performance and behaviour within the team </li><li>Develop junior team members of the investment team as well as helping teach new members of the team about our investment process and philosophy</li></ul>For this role, HSBC targets a pay range between $171,700.00 and $257,500.00The 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 You´ll likely have the following qualifications to succeed in this role:<ul><li>Strong experience in leading investment due diligence and credit assessment for investment grade and non-investment grade infrastructure debt investments, including handling material post-trade waivers/consents</li><li>Successful origination of investment grade and non-investment grade infrastructure debt investments in various sectors</li><li>Close relationships with banks and debt advisors</li><li>Strong stakeholder management skills, with banks, clients, potential clients and internal stakeholders</li><li>Up-to-date knowledge of global infrastructure debt market</li><li>Experience of enhancing team processes (e.g. origination, client management, portfolio management, investment process)</li><li>Experience of coaching and mentoring more junior team members</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.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.

Infrastructure Debt Portfolio Manager

ABOUT GREYSTARGreystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $290 billion of real estate in 247 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 857,400 units/beds globally, and has a robust institutional investment management platform comprised of more than $76 billion of assets under management, including over $34 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYThis position is responsible for coordinating the community’s marketing, leasing, and renewal strategies to achieve occupancy, revenue, and resident retention goals by performing all activities related to leasing to new residents, providing resident satisfaction throughout the term of the lease, and securing resident lease renewals.JOB DESCRIPTIONEssential Responsibilities: •&nbsp;&nbsp; &nbsp;Performs all sales and leasing activities to achieve the community’s revenue and occupancy goals by greeting and qualifying prospects, conducting community tours and showing apartments, processing applications, credit screening, and criminal background checks, preparing the lease and move-in package, and ensuring a smooth resident move-in and lease signing. &nbsp;&nbsp; •&nbsp;&nbsp; &nbsp;Inspects apartments prior to resident move-in and ensures apartments are in move-in ready condition and schedules any outstanding item to be addressed with the maintenance team.&nbsp; •&nbsp;&nbsp; &nbsp;Stays informed about current market and competitor conditions that may impact the community’s occupancy and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the community’s established policies related to concessions, specials, and other programs to boost occupancy.&nbsp; •&nbsp;&nbsp; &nbsp;Designs and executes marketing activities to create and drive traffic to the community, including implementing resident referral and employer outreach programs, using internet marketing tools (Craigslist, Facebook, e-mail, and other websites), and following other community-specific marketing plans, drives, and special programs.&nbsp; •&nbsp;&nbsp; &nbsp;Uses the on-site property management software (OneSite, Yardi, etc.) to track apartment availability, record traffic and leasing activities, manage resident and prospect data, and capture critical demographic and other information about existing and future residents.&nbsp; •&nbsp;&nbsp; &nbsp;Ensures that the community and show units meet the Company’s standards for show quality by daily inspecting the marketing corridor and leasing tour, communicating maintenance and upkeep needs to the community’s maintenance team members, merchandising and ensuring a physically appealing show unit and/or model and amenities, and preparing the leasing office for daily leasing activities.&nbsp; •&nbsp;&nbsp; &nbsp;Follows-up with prospects and new residents to ensure satisfaction by sending e-mail, thank-you notes, and cards or making telephone calls or other contacts to finalize decisions to lease and/or renew.&nbsp; •&nbsp;&nbsp; &nbsp;Executes and performs activities in support of the community’s lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time. &nbsp; &nbsp; &nbsp; &nbsp; •&nbsp;&nbsp; &nbsp;Responds quickly and courteously to resident and client/owner concerns and questions, and takes prompt action to solve problems and/or document and convey resident or other requests to the appropriate individual(s). &nbsp;Required Licenses or Certifications: •&nbsp;&nbsp; &nbsp;Incumbents must have all licenses and/or certifications as required by State and Local jurisdictions•&nbsp;&nbsp; &nbsp;Incumbents must have valid driver’s license to operate a golf cart on property.#LI-SV1The hourly range for this position is $24.00 - $26.00Additional Compensation:<ul><li>Corporate Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li>Onsite Property Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul>Robust Benefits Offered*:<ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

454 Full Time Jobs in Yonkers, NY, USA