# Wealth Relationship Manager

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

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612298426?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_7d2f7c08-482

## Description

The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and service teams to build meaningful relationships with high-value clients.

As a Wealth Relationship Manager at HSBC, you will:

- Build deep, long-lasting relationships with clients, providing financial solutions and opportunities

- Develop strategies to increase wallet share of existing clients and identify product opportunities

- Conduct needs assessments with clients and recommend banking, investment, and insurance products

- Represent the company in community organizations to enhance its image and grow a referral network

Qualifications:

- Experience in non-traditional banking, financial sales, and wealth planning

- Expert knowledge in wealth products, macroeconomics, and regulatory frameworks

- Strong client focus, communication, and sales skills

- Ability to demonstrate relationship deepening skills and business development skills

- Series 7, 66 (or 63 and 65), Life and Health insurance licenses required

- Mandarin Chinese language skills mandatory

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

## Skills

### Required
- wealth planning
- financial sales
- client relationships
- Series 7
- Series 66
- Life and Health insurance licenses
- Mandarin Chinese

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612298426?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)