Private Wealth Relationship Advisor

HSBC; Seattle (WA); On-site; USD 110,000 - 180,000; Full time

Job summary

HSBC in the United States seeks a Wealth Advisor to serve a portfolio of high-net-worth clients. You will assess needs and recommend banking, investment and insurance solutions while growing wallet share.

The role emphasizes client relationships, compliance, and collaboration with product specialists. Licenses such as Series 7, 63, 65 or 66 and Life and Health licenses are required; experience in wealth planning and nontraditional banking sales is essential.

Qualifications

• Experience in wealth management and nontraditional banking sales
• Strong knowledge of wealth planning and associated products
• Ability to deliver needs-based solutions through clear communication and sales skills
• Proven ability to deepen client relationships and develop referral networks

Responsibilities

• Provide financial solutions to your portfolio of clients
• Increase wallet share and identify product opportunities within the business
• Conduct full needs assessments with Wealth customers and recommend banking, investment and insurance products
• Represent HSBC in community activities to enhance the company image and grow referrals

Skills

Relationship management

Needs-based selling

Client-focused

Communication

Networking/COI development

Compliance awareness

Financial product knowledge

Job description

HSBC in the United States seeks a Wealth Advisor to serve a portfolio of high-net-worth clients. You will assess needs and recommend banking, investment and insurance solutions while growing wallet share.

The role emphasizes client relationships, compliance, and collaboration with product specialists. Licenses such as Series 7, 63, 65 or 66 and Life and Health licenses are required; experience in wealth planning and nontraditional banking sales is essential.