Wealth Relationship Manager
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.
Responsibilities
- Deepen relationships and increase wallet share within existing relationships
- Identify product opportunities and develop asset allocation recommendations
- Conduct full needs assessments and recommend banking, investment and insurance solutions
- Build 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, and Life and Health insurance licenses, or willing to sponsor. Additional qualifications include:
- 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
- Effective communication, influencing and sales skills to deliver needs-based solutions
- Experience in building relationships within an existing client base to build referrals and deepen engagement
- Ability to partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes
Qualifications
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. Knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities. Use effective communication, influencing and sales skills to deliver needs-based solutions. 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.
Skills
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. Knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities. Use effective communication, influencing and sales skills to deliver needs-based solutions. 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.
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 to ensure you have the right skills for today and tomorrow. Opportunities to engage with communities through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. Participation in Employee Resource Groups, which play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.
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
Flexible schedule to accommodate client needs and personal commitments.