Wealth Relationship Manager

HSBC Global Services Limited • Miami, FL

9d

About The Position

As a Wealth Relationship Manager at HSBC, you’ll work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role focuses on acquiring, developing, advising and retaining a portfolio through strong fundamentals in wealth planning. You’ll provide solutions across banking, investments and insurance based on each client’s objectives, risk tolerance and appropriate asset allocations. Success means deepening relationships, increasing wallet share and building a strong pipeline through referrals and community connections. You’ll also partner with Compliance, Credit and Risk and Internal Control to support a balanced risk operating environment.

The role offers the opportunity to shape outcomes for high-value clients through thoughtful, needs-based advice across banking, investments and insurance. You’ll build long-term relationships, expand existing connections and create new opportunities through referrals and community presence.

Requirements

• FINRA Series 7 and 66 licenses, or Series 7 and 63 and 65, are required.
• Life and Health insurance licenses, or willingness to be sponsored for them.
• Meaningful experience in non-traditional banking financial sales, including making client recommendations and increasing sales.
• Expert knowledge of wealth planning and wealth products for client conversations and solutions.
• 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, applied in day-to-day activities.
• Ability to work within the external regulatory framework relevant to wealth management.
• Effective communication, influencing and sales skills to deliver needs-based solutions, strengthen existing client relationships, build referrals and deepen engagement.
• Ability to build business through centers of influence and self-sourced opportunities, and partner with Compliance, Credit and Risk, and Internal Control to support risk-balanced outcomes.
• Fluency in Spanish is required to support the target client base.

Nice To Haves

• Proficiency in Portuguese.

Responsibilities

• Provide financial solutions and opportunities across a portfolio of high-value clients.
• Increase wallet share within existing relationships and identify product opportunities.
• Conduct full needs assessments and recommend banking, investment and insurance solutions aligned with clients’ objectives and risk tolerance.
• Build asset allocation recommendations that reflect each client’s goals and suitability considerations.
• Develop and maintain an active prospect pipeline to support portfolio growth.
• Represent HSBC in community organizations and activities to strengthen visibility and referral networks.
• Partner with service teams and the Wealth Relationship Officer to deliver a joined-up client experience.
• Coordinate with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk operating environment.

Benefits

• Tailored professional development opportunities.
• Competitive pay and benefits package.
• Wellness Hub.
• Welcoming and inclusive work environment.
• Industry-leading volunteerism policy.
• Matching gift program.
• Sustainability and Climate Change Initiatives.
• Employee Resource Groups.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed