Wealth Relationship Manager

HSBC • Cupertino, CA

12h • Onsite

About The Position

The Wealth Relationship Manager works closely with the Wealth Relationship Officer 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 Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients.

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, 63, 65 or 66 (in lieu of 63 and 65), Life and health insurance licenses required

Responsibilities

• Provide financial solutions and opportunities to your portfolio of clients
• Increase wallet share of existing clients and identifying product opportunities within the business
• 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.

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

What This Job Offers

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