High-Net-Worth Wealth Advisor

HSBC Holdings plc; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gifts

Inclusive work environment

Job summary

HSBC Holdings plc in New York is seeking a Wealth Relationship Manager to work with high net worth clients, building trusted relationships and delivering tailored wealth, banking, and investment solutions.

The role collaborates with Wealth Relationship Officers, service teams, and compliance to grow a focused client portfolio while upholding risk controls and regulatory standards, with opportunities for professional development and industry certifications.

Qualifications

• Experience in nontraditional banking sales with client recommendations and sales growth.
• Expert wealth planning knowledge and understanding of macro/micro economics and regulation.
• Strong client focus, needs-based solution delivery, and persuasive communication.
• Ability to deepen relationships, develop referrals, and source new business with COIs.
• Self-motivated with solid relationship and communication skills.
• Understanding of compliance, credit risk, and internal controls.
• Holding Series 7/63/65/66 licenses (or equivalents) and Life/Health licenses.

Responsibilities

• Provide financial solutions and opportunities to your portfolio of clients.
• Increase wallet share and identify product opportunities within the business.
• Conduct needs assessments and recommend banking, investment, and insurance products.
• Represent HSBC in communities to grow a referral network and maintain a prospect pipeline.

Skills

Nontraditional banking sales

Wealth planning knowledge

Client relationship building

Needs-based selling

Regulatory knowledge

FINRA licenses

Life & Health licenses

Communication & influence

Self-motivation

Job description

HSBC Holdings plc in New York is seeking a Wealth Relationship Manager to work with high net worth clients, building trusted relationships and delivering tailored wealth, banking, and investment solutions.

The role collaborates with Wealth Relationship Officers, service teams, and compliance to grow a focused client portfolio while upholding risk controls and regulatory standards, with opportunities for professional development and industry certifications.