Wealth Relationship Manager

HSBC Global Services Limited•Town of North Hempstead, NY

56d

About The Position

As a Wealth Relationship Manager at HSBC, you will work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. You will acquire, develop, advise, and retain a portfolio using wealth-planning fundamentals, providing banking, investment, and insurance solutions aligned with each client’s objectives, risk tolerance, and appropriate asset allocations. The role aims to deepen client relationships, increase wallet share, and build a strong pipeline through referrals and community connections. You will also partner with Compliance, Credit and Risk, and Internal Control to support a balanced risk operating environment. The position includes representing HSBC in community organizations and activities to enhance the company’s image and grow referral relationships. Applicants must be legally authorized to work in the United States; HSBC will not provide immigration sponsorship for this position. HSBC offers professional development opportunities, a competitive pay and benefits package, a welcoming and inclusive work environment, volunteerism and matching-gift programs, sustainability and climate-change initiatives, and Employee Resource Groups. Final fixed pay depends on factors including responsibilities, skills, experience, education, licensing, internal relativity, and work location.

Requirements

Bachelor’s degree in business, finance, a related field, or equivalent experience.
FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
Life and Health insurance licenses.
Meaningful experience in nontraditional banking financial sales, making client recommendations, increasing sales, and building and maintaining relationships with high-net-worth client portfolios.
Expert knowledge of wealth planning and wealth products, macroeconomic and microeconomic impacts, local market developments, and the external regulatory framework relevant to wealth management.
Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
Ability to deepen existing client relationships, grow relationships, and develop referral sources.
Strong business-development skills, including working with outside centers of influence to develop self-sourced business.
Self-motivated and self-driven, with strong relationship and communication skills.
Good understanding of working with Compliance, Credit and Risk, and Internal Control to support a balanced risk operating environment.
Must be legally authorized to work in the United States; immigration sponsorship is not available.

Nice To Haves

Language skills are a plus.

Responsibilities

Provide financial solutions and opportunities to clients in the portfolio.
Increase wallet share among existing clients and identify product opportunities.
Conduct needs assessments with current and prospective Wealth customers and recommend banking, investment, and insurance products and services suited to their needs, objectives, risk tolerance, and asset allocations.
Represent HSBC in community organizations and activities to enhance the company’s image and grow referral relationships.
Maintain an active prospect pipeline and develop additional relationship opportunities.
Work with Compliance, Credit and Risk, and Internal Control to support a balanced risk operating environment.