Wealth Relationship Manager
About The Position
This role focuses on acquiring, developing, advising, and retaining a portfolio of high-value clients through strong fundamentals in wealth planning. The Wealth Relationship Manager will work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with these clients. The position involves providing solutions across banking, investments, and insurance, tailored to each client's objectives, risk tolerance, and appropriate asset allocations. Success in this role is measured by deepening client relationships, increasing wallet share, and building a strong pipeline through referrals and community connections. The role also requires partnering with Compliance, Credit, 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
- Meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales
- Expert knowledge of wealth planning and wealth products in 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 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
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in 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 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
- Competitive pay and benefits package
- Robust Wellness Hub
- Tailored professional development opportunities
- 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
