2 Business jobs - Cupertino, California, United States

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25 days old

Vice President Financial Consultant

HSBC Bank USA

Cupertino, CA US

This role is a client facing role managing our high value clients where professionalism, client focus and a broad understanding of the fundamentals of wealth planning are critical to the success of the business. The role holder has a responsibility to acquire, develop, advise, and retain a portfolio...

This role is a client facing role managing our high value clients where professionalism, client focus and a broad understanding of the...

1+ months

Vice President Premier Relationship Manager

HSBC Bank USA

Cupertino, CA US

As an AVP Premier Relationship Manager, you will be our customer’s point of contact for all of their financial needs. You will uncover new needs by engaging in conversation and asking open-ended questions to understand what is important to them to develop a plan. On a daily basis, you will...

As an AVP Premier Relationship Manager, you will be our customer’s point of contact for all of their financial needs. You will uncover new...

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