High-Value Wealth Relationship Advisor

HSBC; Village of Scarsdale (NY); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gifts

Sustainability initiatives

Employee Resource Groups

Job summary

HSBC in the United States seeks a Wealth Relationship Manager to service high-value clients, working with a Wealth Relationship Officer and service teams to grow a portfolio across banking, investments and insurance. You’ll build needs-based solutions and maintain strong client relationships.

You will conduct needs assessments, tailor asset allocations and develop a robust referral network while ensuring compliance with US regulations and risk controls.

Qualifications

• FINRA Series 7 and 66 licensing required (or 63 and 65) with Life and Health licenses or willingness to sponsor
• Mandarin language skills are a plus; preference for candidates with this skill
• Meaningful experience in non-traditional banking financial sales with client recommendations
• Applied wealth planning knowledge to tailor solutions for clients
• Awareness of Anti-Money Laundering and US regulatory governance

Responsibilities

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

Skills

FINRA Series 7

FINRA Series 66

Life & Health licenses

Mandarin language

Wealth planning knowledge

Non-traditional banking sales

Regulatory compliance

AML awareness

Job description

HSBC in the United States seeks a Wealth Relationship Manager to service high-value clients, working with a Wealth Relationship Officer and service teams to grow a portfolio across banking, investments and insurance. You’ll build needs-based solutions and maintain strong client relationships.

You will conduct needs assessments, tailor asset allocations and develop a robust referral network while ensuring compliance with US regulations and risk controls.