Elite Wealth Relationship Advisor

HSBC Holdings plc; New York (NY); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gifts

Inclusive work environment

Job summary

HSBC Holdings plc in New York seeks a Wealth Relationship Manager to build and deepen high-value client relationships across banking, investments and insurance. You’ll work with a Wealth Relationship Officer and service teams to grow a portfolio through tailored advice and proactive referrals.

The role emphasizes needs-based solutions, strong communication, and collaboration with Compliance, Credit and Risk to maintain a balanced risk profile. A bachelor’s degree and FINRA licenses are required.

Qualifications

• Bachelor’s degree in business, finance or related field.
• FINRA Series 7 and 66 licensing required (or 63 and 65).
• Life and Health insurance licenses required.
• Experience in wealth management or nontraditional banking sales.

Responsibilities

• Provide wealth solutions across banking, investments and insurance.
• Grow wallet share and develop a strong referral network.
• Perform needs assessments and tailor product recommendations.
• Collaborate with Compliance, Credit and Risk to maintain balanced risk.

Skills

Relationship building

Needs-based solutions

Sales skills

Communication skills

Education

Bachelor’s degree in business/finance or related field

Job description

HSBC Holdings plc in New York seeks a Wealth Relationship Manager to build and deepen high-value client relationships across banking, investments and insurance. You’ll work with a Wealth Relationship Officer and service teams to grow a portfolio through tailored advice and proactive referrals.

The role emphasizes needs-based solutions, strong communication, and collaboration with Compliance, Credit and Risk to maintain a balanced risk profile. A bachelor’s degree and FINRA licenses are required.