Wealth Relationship Manager

In compliance with applicable laws, HSBC is committed to employing only those who are authorised to work in the US. Our purpose is to open up a world of opportunity for our customers. As a Wealth Relationship Manager, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. You will provide financial solutions and opportunities to your portfolio of clients, increase wallet share of existing clients, and conduct full needs assessments with current and potential Wealth customers.

Key responsibilities include:

• Providing financial solutions and opportunities to clients
• Increasing wallet share of existing clients
• Conducting full needs assessments with current and potential Wealth customers
• Recommending appropriate banking, investment, and insurance products and services
• Representing the Company in community organisations and activities

To succeed in this role, you will have:

• Meaningful experience in non-traditional banking financial sales
• Expert knowledge in wealth planning and wealth products
• Strong client focus and ability to deliver needs-based solutions
• Ability to demonstrate strong relationship deepening skills
• Strong business development skills
• Self-motivation and self-drive
• Good understanding of how to work with Compliance, Credit & Risk, and Internal Control

Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses are required.