Wealth Relationship Manager
HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.
About the role
As a Wealth Relationship Manager, you’ll 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 portfolio through strong fundamentals in wealth planning. You’ll provide solutions across banking, investments and insurance based on each client’s objectives, risk tolerance and appropriate asset allocations. Success means deepening relationships, increasing wallet share and building a strong pipeline through referrals and community connections. You’ll also partner with Compliance, Credit and Risk and Internal Control to support a balanced risk operating environment.
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
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
- Understanding of the external regulatory framework relevant to wealth management
- Strong communication, influencing and sales skills to deliver needs-based solutions
- Proven ability to strengthen relationships within an existing client base to build referrals and deepen engagement
- Experience building business through centers of influence (COIs) and self-sourced opportunities
- Ability to partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes
Benefits
- Competitive pay and benefits package
- Robust Wellness Hub
- Tailored professional development opportunities
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups for networking and development
- Inclusive and welcoming work environment