Wealth Relationship Manager

About the role

The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high-value clients. This role requires professionalism, a client focus, and a thorough understanding of wealth planning fundamentals.

Responsibilities

• Build and deepen relationships with existing clients to increase wallet share and identify product opportunities.
• Conduct full needs assessments with current and potential clients, recommending appropriate banking, investment, and insurance products and services based on objectives, risk tolerance, and proper asset allocations.
• Represent the company in community organizations and activities to enhance its image and maintain a referral network for additional relationship opportunities.
• Work with outside Centers of Influence (COI’s) to develop self-sourced business.

Requirements

• Experience in nontraditional banking financial sales, providing client recommendations, and increasing sales.
• 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 clients focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
• Strong business development skills to work with COI’s to develop self-sourced business.
• Self-motivated and self-driven individual with strong relationships and communications skills.
• Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.

Qualifications

• Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required.

Skills

• Financial sales and client relationship management.
• Understanding of wealth planning and wealth products.
• Effective communication and influencing skills.
• Business development and relationship management.

Benefits

HSBC offers a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment. Employees also have access to tailored professional development opportunities, an industry-leading volunteerism policy, and comprehensive sustainability and climate change initiatives.

Pay

The final fixed pay offer will depend on the candidate and several variables, including role responsibilities, skill set, depth of experience, education, licensing/certification requirements, internal relativity, and specific work location.

Schedule

Details on the schedule will be provided during the interview process.