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William Caban

William Caban

Senior Relationship Manager/ Vice President

HSBC Private Bank

Miami/Fort Lauderdale Area

As an AVP at HSBC Bank, one of the largest international financial institutions in the world, I have been successfully involved in the financial services industry since 2002 working as a Premier Relationship Manager in one of the largest offices in NYC and more recently as a Premium Mortgage Consultant covering NYC and Southe...

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HSBC Private Bank

Senior Relationship Manager/ Vice President

• Secure, develop and manage relationships with high net worth individuals, their families, family offices and foundations by using a disciplined wealth management approach.
• Develop and deepen relationships by implementing a consultative process framed around 13 Wealth Management Issues.
• Assist clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities.
• Partner with Financial Advisors, Insurance Sales Officers and Mortgage partners to further deepen the client relationship.
• Develop customized investment strategies and offer a full array of wealth management products and services, including private banking, individually tailored estate, tax, and wealth planning solutions and trust company services.

HSBC

Premier Mortgage Consultant

I cater to domestic and international clients, offering a wide variety of lending options, from conforming to ultra jumbo. My fixed and adjustable rate programs are priced extremely aggressively and are hard to beat, especially for our international purchasers looking at properties in my hottest markets - New York City or Southeast Florida.

I work along side some of the industries top ranked, top-producing real-estate agents in New York City and Miami. They rely on me for my expertise and always refer me business because of this. I utilize my unique position to refer business back to these agents early on, so a client can understand why working with me is truly different.

I'm always open to forging new partnerships.