Wealth Relationship Manager

HSBC Global Services Limited • Irvine, CA

8d • Hybrid

About The Position

The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. HSBC's purpose is Opening up a world of opportunity, and they aim to use their unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for their more than 40 million customers. They are bringing together people, ideas, and capital that nurture progress and growth, helping to create a better world for their customers, people, investors, communities, and the planet. HSBC is committed to building a culture where all employees are valued, respected, and their opinions count. They pride themselves on providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.

Requirements

• Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios
• Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of 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 demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
• Strong business development skills to work with outside COI’s to develop self-sourced business
• Self-Motivated and Self-driven individual with strong relationship and communications skills
• Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Series 7, 66 (or 63 and 65), Life and Health insurance licenses required
• Mandarin Chinese mandatory

Responsibilities

• Build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients
• Maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business through regularly collecting, updating and analyzing client financials
• Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
• Represent the company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline. Business development through existing relationships and COI’s (certificate of insurance) will also be expected

Benefits

• Competitive Total Reward Package
• Appropriate mix of fixed pay, and variable pay
• Discretionary, annual awards (sometimes referred to as a “bonus”)
• Wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle
• Continuous professional development
• Flexible working
• Opportunities to grow within an inclusive and diverse environment

What This Job Offers

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