Wealth Relationship Manager

The Role

As a Wealth Relationship Manager, you will:

• Work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients.
• 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.
• Develop and maintain an active prospect pipeline to support portfolio growth.
• Partner with Compliance, Credit and Risk and Internal Control to support a balanced risk operating environment.

What You'll Be Doing

You will:

• Provide financial solutions and opportunities across a portfolio of high-value clients.
• Increase wallet share within existing relationships and identify product opportunities.
• 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.

Qualifications

Required:

• FINRA Series 7 and 66 (or 63 and 65) licensing required.

Preferred:

• Life and Health insurance licenses or willing to sponsor.
• Spanish and Vietnamese are additional languages that provide added value.

What We're Looking For

Bring meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales.

Apply expert knowledge of wealth planning and wealth products in client conversations and solutions.

Interpret macroeconomic, microeconomic and local market developments and apply insights to client needs.

Work within the external regulatory framework relevant to wealth management.

Deliver needs-based solutions using effective communication, influencing and sales skills.

Build 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.

Benefits

Competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment.

Access to tailored professional development opportunities.

Industry-leading volunteerism policy, generous matching gift program, and comprehensive Sustainability and Climate Change Initiatives.

Empowerment to drive HSBC’s engagement with the communities we serve.

Employee Resource Groups play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.