# Wealth Relationship Manager

**Company**: HSBC
**Location**: Flushing
**Work arrangement**: onsite
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774610317752
**Canonical**: https://yubhub.co/jobs/job_69bc85ec-225

## Description

In this role, 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 identify product opportunities within the business.

Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.

Represent the Company in community organisations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.

Key qualifications for success in this role include:

- Bachelor's degree in business, finance, or related field or equivalent experience

- Series 7, 63, 65 or 66 (or 63 and 65) required

- Life and Health insurance licenses required (License must be acquired within 90 days of hiring)

- Additional language skills (Mandarin and/or Cantonese fluently)

- Meaningful experience in wealth and investment product sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios

- Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management

- Strong client focuses and ability to deliver needs-based solutions through effective communication, influencing, and sales skills

- Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources

- Strong business development skills to work with outside COIs to develop self-sourced business

- Self-Motivated and Self-driven individual with strong relationships and communications skills

- Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment

## Skills

### Required
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health insurance licenses
- Mandarin
- Cantonese
- Wealth planning
- Wealth products
- Macroeconomics
- Microeconomics
- Local market developments
- External regulatory framework