Wealth Relationship Manager
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 wealth planning fundamentals. 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, 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 63 and 65 licenses.
- 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 U.S. regulatory governance in day-to-day activities.
- Ability to work within the external regulatory framework relevant to wealth management.
- Ability to deliver needs-based solutions using effective communication, influencing and sales skills.
- Ability to partner effectively with Compliance, Credit and Risk, and Internal Control to support risk-balanced outcomes.
- Applicants must be legally authorized to work in the U.S.; HSBC will not provide immigration sponsorship for this position.
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.
- Strengthen existing client relationships to build referrals and deepen engagement.
- Build business through centers of influence (COIs) and self-sourced opportunities.
Benefits
- Tailored professional development opportunities.
- Competitive pay and benefits package.
- Robust Wellness Hub.
- Industry-leading volunteerism policy.
- Matching gift program.
- Sustainability and Climate Change Initiatives.
- Employee Resource Groups for employee development and networking.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
