Elite Wealth Relationship Manager

HSBC Holdings plc; Miami (FL); Presencial; USD 90 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Wellness Hub

Volunteer program

Matching gifts

Sustainability initiatives

Employee Resource Groups

Resumo da oferta

HSBC Holdings plc in the United States seeks a Wealth Relationship Manager to build and deepen a portfolio of high-value clients. You will provide solutions across banking, investments and insurance based on client objectives, risk tolerance and asset allocation needs.

You will work with a Wealth Relationship Officer and service teams to deliver a joined-up client experience, grow wallet share and maintain a strong referral network in a compliant risk framework.

Qualificações

• FINRA Series 7 and 66 licensing required (or 63 and 65). Life and Health licenses or sponsorship.
• Meaningful experience in non-traditional banking financial sales with client recommendations and sales growth.
• Expert knowledge of wealth planning and wealth products in client conversations and solutions.
• Ability to interpret macroeconomic, microeconomic and local market developments and apply insights.
• Knowledge of Anti Money Laundering and US regulatory governance in day-to-day activities.
• Fluency in Spanish is required to support our target client base; Portuguese is a plus.

Responsabilidades

• Provide financial solutions across a portfolio of high-value clients.
• Increase wallet share within existing relationships and identify product opportunities.
• Conduct full needs assessments and recommend banking, investment and insurance solutions.
• Build asset allocation recommendations aligned to goals and risk tolerance.
• Develop and maintain an active prospect pipeline to grow the portfolio.
• Represent HSBC in community organizations to strengthen visibility and referrals.
• Partner with service teams and Wealth Relationship Officer for a joined-up client experience.
• Coordinate with Compliance, Credit and Risk and Internal Control to balance risk.

Conhecimentos

FINRA licensing

Wealth sales experience

Wealth planning knowledge

Regulatory awareness

Spanish fluency

Descrição da oferta de emprego

HSBC Holdings plc in the United States seeks a Wealth Relationship Manager to build and deepen a portfolio of high-value clients. You will provide solutions across banking, investments and insurance based on client objectives, risk tolerance and asset allocation needs.

You will work with a Wealth Relationship Officer and service teams to deliver a joined-up client experience, grow wallet share and maintain a strong referral network in a compliant risk framework.