High-Net-Worth Wealth Advisor & Relationship Builder

HSBC; Los Angeles (CA); On-site; USD 95,000 - 170,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer matching gift program

Sustainability initiatives

Job summary

HSBC Wealth Relationship Manager in Los Angeles leads client relationships for high-net-worth portfolios, delivering wealth planning solutions and financial products.

You will conduct needs assessments, collaborate with WRO and service teams, and grow wallet share while adhering to regulatory standards and risk controls, with opportunities for professional development and a strong benefits package.

Qualifications

• Experience in wealth management and financial sales for high-net-worth clients.
• Ability to assess client needs and suggest banking, investment, and insurance products.
• Strong communication and relationship-building skills with a client-first approach.

Responsibilities

• Build deep relationships with a portfolio of high-value clients.
• Increase wallet share by identifying product opportunities within the business.
• Conduct full needs assessments and recommend appropriate wealth products.
• Represent HSBC in community activities and develop referral networks.

Skills

Wealth management

Relationship building

Sales skills

Regulatory knowledge

Communication

Multilingual (plus)

Education

Series 7 and 66 licenses; CA Life & Health licenses

Job description

HSBC Wealth Relationship Manager in Los Angeles leads client relationships for high-net-worth portfolios, delivering wealth planning solutions and financial products.

You will conduct needs assessments, collaborate with WRO and service teams, and grow wallet share while adhering to regulatory standards and risk controls, with opportunities for professional development and a strong benefits package.