Elite Wealth Relationship Manager

HSBC Holdings plc; Los Angeles (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

HSBC Holdings plc is seeking a Wealth Relationship Manager in Los Angeles to build and deepen relationships with high-value clients. You will work with Wealth Relationship Officers and service teams to provide banking, investments and insurance solutions, expanding wallet share and maintaining risk controls.

You will lead needs-based discussions, evaluate client goals, and tailor asset allocations while leveraging community connections to grow referrals and a robust pipeline.

Qualifications

• FINRA licensing (Series 7 and 66 or 63/65) required.
• Life and Health insurance licenses or willingness to sponsor.
• Experience in wealth-related financial sales and client recommendations.
• Apply wealth planning knowledge to client conversations and solutions.
• Understand AML and US regulatory governance in daily activities.

Responsibilities

• Provide financial solutions across high-value client portfolios.
• Increase wallet share and identify product opportunities within relationships.
• Conduct needs assessments and recommend banking, investments and insurance aligned to objectives.
• Develop asset allocation recommendations based on goals and risk tolerance.
• Build an active prospect pipeline to support portfolio growth.
• Represent HSBC in community organizations to strengthen referrals and visibility.
• Collaborate with Compliance, Credit and Risk to maintain balanced risk.

Skills

FINRA licensing

Insurance licenses

Wealth planning

Sales experience

Regulatory compliance

Mandarin

Job description

HSBC Holdings plc is seeking a Wealth Relationship Manager in Los Angeles to build and deepen relationships with high-value clients. You will work with Wealth Relationship Officers and service teams to provide banking, investments and insurance solutions, expanding wallet share and maintaining risk controls.

You will lead needs-based discussions, evaluate client goals, and tailor asset allocations while leveraging community connections to grow referrals and a robust pipeline.