Private Wealth Relationship Advisor

HSBC Holdings plc; Irvine (CA); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

HSBC Holdings plc is seeking a Wealth Relationship Manager to serve a portfolio of high-value clients in Irvine, CA. You will collaborate with the Wealth Relationship Officer and service teams to deliver tailored financial solutions while upholding the highest standards of client service.

Responsibilities include building deep relationships, conducting needs assessments, and recommending a range of banking, investment, and insurance products to meet client objectives, with compliance to

Formación

• Experience in high-value client service and financial advisory.
• Licensing requirements include Series 7 and other regulatory credentials.
• Strong knowledge across banking, investments, and insurance solutions.

Responsabilidades

• Build deep relationships with a portfolio of high-value clients.
• Conduct comprehensive needs assessments to tailor solutions.
• Recommend banking, investment, and insurance products to meet objectives.

Conocimientos

Relationship building

Needs assessment

Financial product knowledge

Educación

Series 7 license

Herramientas

CRM software

Descripción del empleo

HSBC Holdings plc is seeking a Wealth Relationship Manager to serve a portfolio of high-value clients in Irvine, CA. You will collaborate with the Wealth Relationship Officer and service teams to deliver tailored financial solutions while upholding the highest standards of client service.

Responsibilities include building deep relationships, conducting needs assessments, and recommending a range of banking, investment, and insurance products to meet client objectives, with compliance to