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.