Wealth Relationship Manager (WRM)

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 allocations
• 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

• Bachelor’s degree in business, finance, related field or equivalent experience
• Series 7, 63, 65 or 66 (or 63 and 65) required
• Life and Health insurance licenses required
• Additional language skill is a plus (Mandarin, Hindi, Spanish)
• 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 client focuses and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
• Strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
• Strong business development skills to work with outside COI’s 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

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.