# Wealth Relationship Manager

**Company**: HSBC
**Location**: San Francisco, California
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612124135?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_c81a1b95-eaf

## Description

As a Wealth Relationship Manager at HSBC, you will work closely with high-value clients to build meaningful relationships and provide tailored wealth solutions.

You will focus on acquiring, developing, advising, and retaining a portfolio through strong fundamentals in wealth planning, providing solutions across banking, investments, and insurance based on each client's objectives, risk tolerance, and appropriate asset allocations.

Key responsibilities include:

- Providing financial solutions and opportunities across a portfolio of high-value clients

- Increasing wallet share within existing relationships and identifying product opportunities

- Conducting full needs assessments and recommending banking, investment, and insurance solutions aligned to objectives and risk tolerance

- Building asset allocation recommendations that reflect each client's goals and suitability considerations

- Developing and maintaining an active prospect pipeline to support portfolio growth

- Representing HSBC in community organizations and activities to strengthen visibility and referral networks

- Partnering with service teams and the Wealth Relationship Officer to deliver a joined-up client experience

- Coordinating with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk operating environment

Requirements include:

- FINRA Series 7 and 66 (or 63 and 65) licensing required

- Life and Health insurance licenses or willing to sponsor

- Meaningful experience in non-traditional banking financial sales, including making client recommendations and increasing sales

- Expert knowledge of wealth planning and wealth products

- Ability to interpret macroeconomic, microeconomic, and local market developments and apply insights to client needs

- Knowledge of Anti-Money Laundering and relevant US regulatory governance

- Effective communication, influencing, and sales skills

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

## Skills

### Required
- FINRA Series 7
- FINRA Series 66
- Life insurance license
- Health insurance license
- Wealth planning
- Anti-Money Laundering

---

Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612124135?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)