Elite Wealth Relationship Architect

HSBC Holdings plc; Town of Chatham (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

HSBC Holdings plc in New York is seeking a Wealth Relationship Manager to grow and manage high-value client relationships with a focus on comprehensive wealth solutions across banking, investments and insurance.

You will collaborate with a Wealth Relationship Officer and service teams to acquire, develop, advise and retain a portfolio, while expanding wallet share through referrals and community connections.

Qualifications

• Bachelor’s degree in business, finance, related field or equivalent experience.
• FINRA Series 7 and 66 licensing required.
• Life and Health insurance licenses required.
• 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, macroeconomics/microeconomics/local market developments, and external regulatory framework relevant to wealth management.
• Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
• Ability to deepen relationships with existing client base and develop referrals.
• Strong business development skills to work with outside COIs to develop self-sourced business.
• Self-motivated with strong relationships and communications skills.
• Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.

Responsibilities

• Provide financial solutions and opportunities with our 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

Skills

FINRA licensing

Life & Health licenses

Wealth planning knowledge

Sales skills

Relationship building

Communication skills

Business development

Compliance collaboration

Education

Bachelor's degree in business/finance/related field

Job description

HSBC Holdings plc in New York is seeking a Wealth Relationship Manager to grow and manage high-value client relationships with a focus on comprehensive wealth solutions across banking, investments and insurance.

You will collaborate with a Wealth Relationship Officer and service teams to acquire, develop, advise and retain a portfolio, while expanding wallet share through referrals and community connections.