High-Value Wealth Advisor

HSBC

Fremont (CA)

On-site

USD 90,000 - 150,000

Full time

2 days ago

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Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Job summary

HSBC is seeking a Wealth Relationship Manager in the United States to grow and manage a portfolio of high-value clients. You will provide tailored banking, investment, and insurance solutions, leveraging wealth planning expertise to meet client objectives and risk tolerances.

Collaboration with Wealth Relationship Officers and service teams will be essential to deliver a cohesive client experience. You will conduct needs assessments, expand wallet share, and build a strong pipeline through

Qualifications

Licensing required for securities products.
Experience selling wealth and investment solutions.
Strong advisory and client-facing capabilities.
Knowledge of wealth-planning concepts and product fit.
Awareness of US regulatory requirements.

Responsibilities

Provide financial solutions across a portfolio of high-value clients.
Grow wallet share and identify product opportunities within relationships.
Conduct needs assessments and recommend banking, investment, and insurance solutions.
Develop asset allocation recommendations aligned to client goals and risk tolerance.
Build a proactive prospect pipeline and strengthen referral networks.
Represent HSBC in community activities and coordinate with service teams.