# Wealth Relationship Manager

**Company**: HSBC
**Location**: Beverly Hills, California
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612114993?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_0b4f9b72-e35

## Description

Ready to grow high-value client relationships through tailored wealth solutions?

As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role focuses on acquiring, developing, advising and retaining a portfolio through strong fundamentals in wealth planning.

You’ll provide solutions across banking, investments and insurance based on each client’s objectives, risk tolerance and appropriate asset allocations. Success means deepening relationships, increasing wallet share and building a strong pipeline through referrals and community connections.

Responsibilities:

- Provide financial solutions and opportunities across a portfolio of high-value clients

- Increase wallet share within existing relationships and identify product opportunities

- Conduct full needs assessments and recommend banking, investment and insurance solutions aligned to objectives and risk tolerance

- Build asset allocation recommendations that reflect each client’s goals and suitability considerations

- Develop and maintain an active prospect pipeline to support portfolio growth

- Represent HSBC in community organizations and activities to strengthen visibility and referral networks

- Partner with service teams and the Wealth Relationship Officer to deliver a joined-up client experience

- Coordinate with Compliance, Credit and Risk and Internal Control to maintain a balanced risk operating environment

Requirements:

- FINRA Series 7 and 66 (or 63 and 65) licensing required

- Life and Health insurance licenses or willing to sponsor

- Meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales

- Expert knowledge of wealth planning and wealth products

- Ability to interpret macroeconomic, microeconomic and local market developments and apply insights to client needs

- Knowledge of Anti Money Laundering and relevant US regulatory governance

- Effective communication, influencing and sales skills

Benefits:

- Competitive pay and benefits package

- Robust Wellness Hub

- Welcoming and inclusive work environment

- Industry-leading volunteerism policy

- Generous matching gift program

- Comprehensive program of immersive Sustainability and Climate Change Initiatives

## Skills

### Required
- FINRA Series 7
- FINRA Series 66
- Life insurance license
- Health insurance license
- Wealth planning
- Anti Money Laundering
- US regulatory governance

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612114993?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)