Senior Wealth Advisor for High-Value Clients

HSBC Holdings plc; City of Hudson (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gifts

Job summary

HSBC Holdings plc in the United States seeks a Wealth Relationship Manager to build meaningful relationships with high-value clients. You’ll work closely with a Wealth Relationship Officer and service teams to tailor banking, investment, and insurance solutions to each client’s objectives and risk tolerance.

You will deepen wallet share, grow a strong referral network, and collaborate with Compliance, Credit and Risk to maintain balanced risk.

Qualifications

• Bachelor’s degree or equivalent in business/finance required.
• FINRA Series 7 and 66 (or 63/65) licensing required.
• Life and Health insurance licenses required.
• Strong client-focused, relationship-driven sales experience.

Responsibilities

• Provide financial solutions across banking, investments, and insurance to high-value clients.
• Increase wallet share and identify product opportunities within the client base.
• Conduct full needs assessments and recommend appropriate solutions based on objectives and risk tolerance.
• Represent HSBC in community organizations and referrals to grow the pipeline while managing risk.

Skills

Strong client focus

Sales skills

Communication skills

Business development

Relationship deepening

Education

Bachelor’s degree in business, finance, related field or equivalent experience

FINRA Series 7 and 66 licensing

Life and Health insurance licenses

Job description

HSBC Holdings plc in the United States seeks a Wealth Relationship Manager to build meaningful relationships with high-value clients. You’ll work closely with a Wealth Relationship Officer and service teams to tailor banking, investment, and insurance solutions to each client’s objectives and risk tolerance.

You will deepen wallet share, grow a strong referral network, and collaborate with Compliance, Credit and Risk to maintain balanced risk.