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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 Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. &nbsp;Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients.As the Wealth Relationship Manager, you will:<ul><li>Build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients</li><li>Maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business through regularly collecting, updating and analyzing client financials</li><li>Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations</li><li>Represent the company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline. &nbsp;Business development through existing relationships and COI’s (certificate of insurance) will also be expected</li></ul>For this role, HSBC targets a fixed pay range between $76,344.00 and $114,517.00.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>Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios</li><li>Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management</li><li>Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills</li><li>Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources</li><li>Strong business development skills to work with outside COI’s to develop self-sourced business</li><li>Self-Motivated and Self-driven individual with strong relationship and communications skills</li><li>Good understanding of how to work with Compliance, Credit &amp; Risk and Internal Control to ensure a balanced risk operating environment</li><li>Series 7, 66 (or 63 and 65), Life and Health insurance licenses required</li><li>Language: Mandarin Chinese preferred</li><li>Three years relationship management experience preferred.</li></ul>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 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. &nbsp;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. &nbsp;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

Wealth Relationship Manager

<h4>Overview</h4>LMI is seeking a skilled RFID Field Engineer and subject matter expert in Bremerton, WA to support activities related to shipyard modernization as part of enterprise-wide U.S. Navy strategic modernization and improvement efforts. LMI is helping NAVSUP, NAVSEA, and the shipyards use technology to track materiel through the shipyards to address long-standing problems. The RFID Field Engineer provide on-site RFID technical expertise and support to oversee the successful operations of electronics, devices, and other system-of-systems components. Active Secret clearance preferred; only candidates eligible for a Secret level clearance will be considered (US Citizenship required).LMI: Innovation at the Pace of Need™At LMI, we’re reimagining the path from insight to outcome at the new speed of possible. Combining a legacy of over 60 years of federal expertise with our innovation ecosystem, we minimize time to value and accelerate mission success. We energize the brightest minds with emerging technologies to inspire creative solutioning and push the boundaries of capability. LMI advances the pace of progress, enabling our customers to thrive while adapting to evolving mission needs. Come join the organization consistently ranked as a top workplace!<h4>Responsibilities</h4><ul><li>Oversee the workflow and workforce, giving directions and recommendations when necessary. </li><li>Develop strategies and plans to improve the site’s efficiency, produce progress reports, and coordinate with other workers. </li><li>Provides on-site passive Radio Frequency Identification (pRFID) technical expertise and support to oversee the successful operations of electronics, devices, and other system-of-systems components.</li><li>Perform research, design, develop, or test electronic components and systems for commercial, industrial, military, or scientific use employing knowledge of electronic theory and materials properties. </li><li>Design electronic circuits and components for use in fields such as telecommunications or instruments and controls. </li><li>Oversees the efforts of installation staff and is responsible for the efforts of all staff assigned to a specific job. </li><li>Recommend and implement hardware, infrastructure, and installation configurations based on facility features and constraints.</li><li>Develop and analyze communications protocol requirements given dynamic bandwidth, latency, frequency, proximity, and payload requirements.</li><li>Support development of new wireless communications protocols to enhance logistics processes.</li><li>Analyze and troubleshoot systems and components, including identifying and mitigating sources of interference and noise.</li><li>Use RF engineering tools and techniques to optimize system performance.</li><li>Provide engineering support, optimization recommendations, and troubleshooting for fielded products and infrastructure.</li><li>Develop and implement test and qualification procedures for wireless communication and data collection systems.</li></ul><h4>Qualifications</h4><ul><li>Bachelor's Degree in Electrical Engineering or related field. Masters degree preferred.</li><li>10 years of Electronics or Electrical Engineer experience and field support.</li><li>Understands IOT, RFID, and network engineering.</li><li>Understands deployment considerations and facilities nuances. </li><li>Knowledge of RF hardware systems and testing equipment.</li><li>Professional and detail-oriented work ethic.</li><li>Excellent verbal and written communication skills.</li><li>Exceptional troubleshooting skills.</li><li>Active Secret clearance preferred; only candidates eligible for a Secret level clearance will be considered (US Citizenship required).</li></ul><h4> LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a> Need help finding the right job? </h4>We can recommend jobs specifically for you!Click here to get started.

LMI Consulting, LLC

RFID Field Engineer & Technical SME (Bremerton, WA) - Clearance Preferred

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.Drive Wealth Center business performance through acquisition, coaching, business development and retention of client relationships. Accountable for overall sales culture, operational, and servicing activities of the wealth center in conjunction with Wealth Center personnel. Contributes to overall wealth center growth, performance, and business development. This role operates in a highly competitive, complex, regulatory, global environment.Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable Premier relationships. This will be achieved through the consistent leadership with respect to sales and servicing of financial service products within the Wealth Center. Accountable for the implementation of the Wealth &amp; Personal Banking (WPB) plan, including overall structure, sales goals, profitability, performance and leads sales prospect management.The role manages the Client Experience Associates and Premier Relationship Managers within a Wealth Center. &nbsp;A Wealth Center may be one standalone center or a main center with a smaller satellite office. &nbsp;Refer investment opportunities to Wealth Relationship Managers (WRMs) pursuant to appropriate FINRA registrations under HSBC Securities (USA) Inc. (HSI).&nbsp;Refer insurance opportunities to WRMs pursuant to contracted insurance carriers appointed by HSBC Insurance Agency (USA) Inc. (HIA).The WCM is responsible for their team’s activity within the wealth centers. The Wealth Relationship Managers and Wealth Relationship Officers will report into Market Managers and are ultimately managed and supervised by the respective Market Manager and Regional Manager (please refer to Market Manager and Regional Manager job descriptions for more detail).Potential mortgage business will be referred to appropriate HSBC Mortgage staff.&nbsp;As our Wealth Center Manager you will:<ul><li>Support and drive business development activities and source new high value clients</li><li>Expand market/opportunity beyond individual Wealth Center footprint and local ‘Right to Win’ opportunities</li><li>Ensure Wealth Center meets and exceeds established &nbsp;performance expectations through robust activity management, while keeping expenses minimized</li><li>Ensure consistency of the merchandising and overall appearance and delivery of Wealth Center services for assigned Wealth Center. Ensure operational integrity, expense control, and minimized errors and losses</li><li>Be a champion for the HSBC brand in market served</li><li>Manage the provision of service to Wealth Center customers. Identify potential process improvements to ensure achievement of Wealth Center performance expectations</li><li>Manage and support the client experience within the Wealth Center ensuring service excellence and timely resolution of service and operational issues</li><li>Promote the Group's global brand; promote the bank's profile in the community and drive others to do the same. Drive the HSBC client recommendation</li><li>Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources. Refer to the HNAH Code of Ethics policy and Wealth Management Staff Dealing policy including Outside Business Activity (OBAs) to ensure that above community and outside activities do not present an actual or potential conflict of interest and do not have an adverse impact with respect to job responsibilities at HSBC. HSI Supervisor and Compliance should be consulted in addition to review of Code of Ethics policy and Wealth Management policy for Outside Business Activity</li><li>Ensure holistic conversations with current and prospective clients around their financial needs and aspirations</li><li>Role as broker-dealer Registered Representative</li><li>Assist in coaching, mentoring and supervision of qualified service representatives</li><li>Identify cross-sell opportunities, including opportunities to refer clients to other sales representatives of HSBC Securities (USA) Inc. through proper client profiling and needs-based selling</li><li>Sell appropriate core financial service products and refer investment and insurance products to appropriate brokerage staff, to meet client needs while developing and expanding account relationships; potential Mortgage business to be referred to appropriate HSBC Mortgage staff. Comply with Company Non-Deposit Investment Product policies and procedures, including the requirements of the Interagency Statement on Retail Sales of Non-Deposit Investment Products</li><li>Contribute to the achievement of the operating plan and transform the Company to a leading financial service provider. Maximize the effectiveness of the defined distribution network</li><li>Lead, drive and contribute to Wealth Center activities to achieve maximum growth and profitability targets for the sale of financial services across all segments ensuring full utilization of the customer management system. Ensure activities are consistent across segments within the branch and provision of superior customer service. Ensure adherence to established customer interaction standards for every transaction</li><li>Lead, participate and coach sales and service initiatives to increase the Company’s market share and deepen relationships across all current and potential traditional and non-traditional delivery channels</li><li>Establish and develop a community presence through the implementation of call programs and active participation in industry associations and community organizations, including appropriate level of employee participation</li><li>Ensure employee engagement within Wealth Center</li><li>Ensure collaboration with all business partners to engage holistically and ensure team-based approach to providing needs based financial solutions to customers</li><li>Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices</li><li>Promote an environment that supports diversity and reflects the HSBC brand.</li></ul>For this role, HSBC targets a pay range between $91,100.00 and $136.600.00.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>Seven to ten years proven and progressive wealth experience or equivalent, including a minimum of four years proven and progressive management experience or equivalent</li><li>Minimum of a bachelor’s degree in business, finance, related field, or equivalent experience; Master’s degree in business administration or equivalent experience preferred</li><li>Series 6, 63, and life and health insurance licenses required. Licenses are required to coach licensed sales professionals related to servicing activities on investment accounts)</li><li>Very strong sales management, managerial, marketing, sales, planning, financial, leadership, motivational, coaching, sales, project management, cross selling, mathematical, decision making, analytical and communications skills</li><li>Thorough knowledge of the credit approval process, pertinent regulations impacting consumer banking activities and delivery systems and channels, including market potential</li><li>Understanding of the unique markets serviced</li><li>Thorough understanding of the client service concept and its importance in developing, maintaining, and expanding account relationships</li><li>Ability to provide robust activity management principles, through strong coaching, leadership, and sales management skills to drive daily sales activity</li><li>Ability to develop personal and business new Bank clients</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.

183 Jobs in Port Orchard, WA, USA