High‑Net-Worth Wealth Advisor & Relationship Builder

HSBC; Arcadia (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

HSBC is hiring a Wealth Relationship Manager in the United States to build and manage relationships with high-value clients, leveraging wealth planning and banking expertise. You will acquire, develop, advise, and retain client portfolios while collaborating with our Wealth Relationship Officer and service teams.

Responsibilities include providing tailored financial solutions, expanding wallet share, performing needs assessments, and representing HSBC to grow referrals and maintain a healthy

Qualifications

• Nontraditional banking and financial sales experience.
• Proven ability to increase wallet share with high-net-worth clients.
• Strong knowledge of wealth planning and investment products.

Responsibilities

• Provide financial solutions and opportunities to your client portfolio.
• Increase wallet share and identify product opportunities.
• Conduct needs assessments and recommend banking, investment, and insurance products.
• Represent HSBC in the community to build referrals and maintain a prospect pipeline.

Skills

Relationship building

Sales skills

Wealth planning knowledge

Client needs assessment

Communication

Education

Series 7/63/65/66 licenses

Job description

HSBC is hiring a Wealth Relationship Manager in the United States to build and manage relationships with high-value clients, leveraging wealth planning and banking expertise. You will acquire, develop, advise, and retain client portfolios while collaborating with our Wealth Relationship Officer and service teams.

Responsibilities include providing tailored financial solutions, expanding wallet share, performing needs assessments, and representing HSBC to grow referrals and maintain a healthy