Wealth Relationship Manager

HSBC Global Services Limited•Los Angeles, CA

About The Position

As a Wealth Relationship Manager at HSBC, you will 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 client portfolio through wealth planning fundamentals. You will provide tailored banking, investment and insurance solutions based on clients’ objectives, risk tolerance and appropriate asset allocations. The position aims to deepen client relationships, increase wallet share, and build a strong pipeline through referrals and community connections. You will 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 needs-based advice, expand existing relationships 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 sponsor.
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.
Ability to work within the external regulatory framework relevant to wealth management.
Effective communication, influencing and sales skills to deliver needs-based solutions.
Ability to strengthen relationships within an existing client base, build referrals and deepen engagement.
Ability to build business through centers of influence and self-sourced opportunities.
Ability to partner effectively with Compliance, Credit and Risk, and Internal Control to support risk-balanced outcomes.
Must be legally authorized to work in the United States; HSBC will not provide immigration sponsorship.

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 client objectives and risk tolerance.
Build asset allocation recommendations that reflect client 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.