Bilingual Wealth Advisor for High-Value Clients

HSBC Holdings plc; Florida; On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Job summary

HSBC Holdings plc in Aventura, FL seeks a Wealth Relationship Manager to work with a Wealth Relationship Officer and service teams to cultivate meaningful relationships with high-value clients. You’ll provide wealth planning solutions across banking, investments and insurance tailored to client objectives and risk tolerance.

You will deepen relationships, grow wallet share, and collaborate with Compliance, Credit and Risk to maintain a balanced risk profile.

Qualifications

• FINRA Series 7 and 66 licensing required.
• Life and Health insurance licenses or willingness to sponsor.
• Experience in non-traditional banking financial sales and client recommendations.
• Knowledge of wealth planning and wealth products for client conversations.
• Ability to interpret macro/microeconomic trends for clients.
• Familiarity with Anti-Money Laundering and US regulatory governance.
• Ability to work within regulatory wealth-management framework.
• Clear, needs-based communication and sales skills.
• Ability to build referrals and deepen engagement with existing clients.
• Experience building COI networks and self-sourced opportunities.
• Collaborative with Compliance, Credit and Risk.

Responsibilities

• Provide financial solutions across a portfolio of high-value clients.
• Increase wallet share and identify product opportunities.
• Conduct needs assessments and advise on banking, investments and insurance.
• Develop asset allocation recommendations aligned with client goals.
• Grow an active prospect pipeline for portfolio growth.
• Represent HSBC in community activities to boost visibility.
• Coordinate with service teams and Wealth Relationship Officer for a joined-up experience.
• Collaborate with Compliance, Credit and Risk to maintain risk balance.

Skills

FINRA Series 7 and 66 licensing

Life and Health insurance licenses

Anti Money Laundering knowledge

Spanish fluency

Strong communication and sales skills

Job description

HSBC Holdings plc in Aventura, FL seeks a Wealth Relationship Manager to work with a Wealth Relationship Officer and service teams to cultivate meaningful relationships with high-value clients. You’ll provide wealth planning solutions across banking, investments and insurance tailored to client objectives and risk tolerance.

You will deepen relationships, grow wallet share, and collaborate with Compliance, Credit and Risk to maintain a balanced risk profile.