# Wealth Relationship Manager

**Company**: Intl Wealth & Premier Banking
**Location**: Beverly Hills, California
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612542708?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_334d683f-64f

## Description

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.

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 in client conversations and solutions

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

- Use knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities

- Work within the external regulatory framework relevant to wealth management

- Deliver needs-based solutions using effective communication, influencing and sales skills

- Strengthen relationships within an existing client base to build referrals and deepen engagement

- Build business through centers of influence (COIs) and self-sourced opportunities

- Partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes

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
- Health insurance
- Anti Money Laundering
- US regulatory governance

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612542708?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)