Wealth Relationship Manager

Wealth Relationship Manager

HSBC is seeking a Wealth Relationship Manager to work closely with high-value clients, providing financial solutions and opportunities to grow their portfolio.

As a Wealth Relationship Manager, you will:

• Build meaningful relationships with clients and provide financial solutions to meet their needs
• Increase wallet share of existing clients and identify product opportunities
• Conduct full needs assessments and recommend banking, investment, and insurance products
• Represent HSBC in community organisations to enhance the company's image and grow a referral network

You will likely have:

• Experience in non-traditional banking financial sales and wealth planning
• Expert knowledge in wealth products and external regulatory frameworks
• Strong client focus and communication skills
• Ability to demonstrate strong relationship deepening skills and business development skills
• Series 7, 63, 65 or 66, Life and Health insurance licenses required

As an HSBC employee, you will have access to tailored professional development opportunities, a competitive pay and benefits package, and a robust Wellness Hub.