Wealth Relationship Manager
About The Position
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share. In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Ready to grow high-value client relationships through tailored wealth solutions? Why HSBC HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do. The Opportunity As a Wealth Relationship Manager, 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.
Requirements
- FINRA Series 7 and 66 (or 63 and 65) licensing required
- Life and Health insurance licenses or willing to sponsor
- Bring meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales
- Apply expert knowledge of wealth planning and wealth products in client conversations and solutions
- Interpret macroeconomic, microeconomic and local market developments and apply insights to client needs
- Use knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities
- Work within the external regulatory framework relevant to wealth management
- Deliver needs-based solutions using effective communication, influencing and sales skills
- Strengthen relationships within an existing client base to build referrals and deepen engagement
- Build business through centers of influence (COIs) and self-sourced opportunities
- Partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes
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 to 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
- robust Wellness Hub
- welcoming and inclusive work environment
- industry-leading volunteerism policy
- generous matching gift program
- comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
