Relationship Manager (Business Banking) jobs in Middlesex, NJ

Relationship Manager (Business Banking) manages, maintains, and grows current business banking relationships and develops new customers. Responsible for a portfolio of small to mid-sized businesses. Being a Relationship Manager (Business Banking) seeks cross-sell opportunities and directs customers to other services and products available to meet their needs and generate business. Requires a bachelor's degree. Additionally, Relationship Manager (Business Banking) typically reports to a manager or head of a unit/department. The Relationship Manager (Business Banking) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Relationship Manager (Business Banking) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Wealth Relationship Manager
  • HSBC
  • Chatham, NJ FULL_TIME
  • 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. 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.

    Here's what you can expect:
    As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients. Through regularly collecting, updating and analyzing client financials, you will maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business. You will 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. You will 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. Business development through existing relationships and COI's will also be expected.

    For this role, HSBC targets a fixed pay range between $100,000 and $200,000.

    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

    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.

    • 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
    • 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
    • Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
    • Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
    • Strong business development skills to work with outside COI's to develop self-sourced business
    • Self-Motivated and Self-driven individual with strong relationship and communications skills.
    • Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
    • Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required.

    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!

    #wayup

    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.

     

  • 5 Days Ago

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Relationship Manager 1
  • Computershare
  • Edison, NJ FULL_TIME
  • Location: Hybrid - US – Jersey City NJ, Edison NJ, Sacramento CA or Canton MA This is a hybrid position primarily based in Jersey City NJ, Edison NJ, Sacramento CA or Canton MA. We’re committed to you...
  • 6 Days Ago

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Technical Delivery Manager
  • Orion Business Innovations Careers
  • Edison, NJ FULL_TIME
  • Job DescriptionResponsibilities:Working with the stakeholders and team members to scope, size, and articulate project concepts into clear project objectives, delivery approaches, and plansDevelop proj...
  • 19 Days Ago

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Business Manager
  • Newmark Education
  • Scotch Plains, NJ FULL_TIME
  • About Us: The Newmark School & Newmark High School are dynamic educational institutions committed to providing quality education and fostering a supportive learning environment for students. We are cu...
  • Just Posted

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Private Client Relationship Manager (Edison, NJ)
  • Citizens Bank, N.A.
  • Edison, NJ OTHER
  • DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll d...
  • 8 Days Ago

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Business Office Manager
  • Allegria at Ocean Grove
  • Ocean Grove, NJ FULL_TIME
  • Allegria at Ocean Grove is looking for a Business Office Manager to join their team!! MUST have 2 years NURSING HOME Business Office Manager experience!!! Pay range: $60 - $70k depending on experience...
  • 18 Days Ago

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0 Relationship Manager (Business Banking) jobs found in Middlesex, NJ area

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Commercial Banking Relationship Manager
  • Valley Bank
  • Middletown, NJ
  • hy you should consider applying to this opportunity: You're excited to build relationships with Commercial & Industrial ...
  • 3/28/2024 12:00:00 AM

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Vice President, Corporate Sales
  • HSBC
  • New York, NY
  • Corporate Sales is part of HSBC Global Banking and Markets, is responsible for serving corporate clients. As part of Cor...
  • 3/28/2024 12:00:00 AM

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Personal Banker
  • PNC Financial Services Group, Inc.
  • Bernardsville, NJ
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/28/2024 12:00:00 AM

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Commercial Lender II/Relationship Manager II
  • OceanFirst Financial Corporation
  • Hasbrouck Heights, NJ
  • The position of Commercial Banking Relationship Manager II is responsible for the acquisition of new commercial banking ...
  • 3/27/2024 12:00:00 AM

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MD Portfolio Mgmt C&I
  • Webster Bank
  • New York, NY
  • If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to...
  • 3/27/2024 12:00:00 AM

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Private Banking Relationship Manager IV - Latin America
  • Brown Brothers Harriman & Co.
  • New York, NY
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you thi...
  • 3/26/2024 12:00:00 AM

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Comml Bnkg Relationship Manager - Middletown, NJ
  • Valley National Bancorp
  • Middletown, NJ
  • Responsibilities include but are not limited to: Maintain and service assigned portfolios and appropriately cross sell o...
  • 3/26/2024 12:00:00 AM

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Risk Management Analyst
  • Global Channel Management, Inc
  • Plainfield, NJ
  • Risk Management Analyst needs risk management techniques and practices, including a working knowledge of Risk Control Fr...
  • 3/26/2024 12:00:00 AM

Middlesex is a borough in Middlesex County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 13,635 reflecting a decline of 82 (-0.6%) from the 13,717 counted in the 2000 Census, which had in turn increased by 662 (+5.1%) from the 13,055 counted in the 1990 Census. Middlesex was incorporated as a borough by an act of the New Jersey Legislature on April 9, 1913, from portions of Piscataway Township, based on the results of a referendum held on May 6, 1913.[21] The borough's name derives from Middlesex, England.[22][23] According to the United States C...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager (Business Banking) jobs
$72,886 to $111,921
Middlesex, New Jersey area prices
were up 1.5% from a year ago

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As part of their growth strategy they currently have an outstanding opportunity for a talented and motivated relationship manager.
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