Wealth Relationship Manager

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.