Wealth Relationship Manager

As a Wealth Relationship Manager at HSBC, you will work closely with high-value clients to build meaningful relationships and provide tailored wealth solutions across banking, investments, and insurance.

You will focus on acquiring, developing, advising, and retaining a portfolio of clients through strong fundamentals in wealth planning, providing solutions based on each client's objectives, risk tolerance, and asset allocations.

Key responsibilities include:

• Providing financial solutions and opportunities across a portfolio of high-value clients
• Increasing wallet share within existing relationships and identifying product opportunities
• Conducting full needs assessments and recommending banking, investment, and insurance solutions aligned to objectives and risk tolerance
• Building asset allocation recommendations that reflect each client's goals and suitability considerations
• Developing and maintaining an active prospect pipeline to support portfolio growth
• Representing HSBC in community organizations and activities to strengthen visibility and referral networks
• Partnering with service teams and the Wealth Relationship Officer to deliver a joined-up client experience
• Coordinating with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk operating environment

Requirements include:

• FINRA Series 7 and 66 (or 63 and 65) licensing
• Life and Health insurance licenses or willingness to obtain
• 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

This role offers a competitive pay and benefits package, including a robust Wellness Hub, and a welcoming and inclusive work environment.