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, client focus, and a thorough understanding of wealth planning and the fundamentals of wealth management.

Responsibilities

• Provide financial solutions and opportunities to your portfolio of clients
• Increase wallet share of existing clients and identify 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 allocation
• 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

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 clients focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
• Strong business development skills to work with outside Chief Information Officers (COIs) 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

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
• Needs assessment and product recommendation
• Community engagement and networking
• Compliance and risk 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, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.

Pay

The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

Schedule

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