Senior Wealth Advisor for High-Value Clients

HSBC Holdings plc

Parkway (CA)

On-site

USD 90,000 - 150,000

Full time

2 days ago

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Job summary

HSBC Holdings plc in the United States is seeking a Wealth Relationship Manager to build and deepen high-value client relationships through tailored wealth solutions across banking, investments and insurance. You will collaborate with Wealth Relationship Officers and service teams to advise and retain a portfolio, driving growth while maintaining disciplined risk management.

You will pursue opportunities to expand wallet share, develop referrals, and partner with Compliance, Credit and Risk to

Qualifications

Strong client-focused approach with ability to deliver needs-based solutions through effective communication and sales skills.
Experience in wealth planning and wealth products, understanding macro/microeconomics and regulatory framework.
Proven ability to develop referrals, deepen client relationships and build a robust pipeline.

Responsibilities

Provide financial solutions and opportunities with our portfolio of clients.
Increase wallet share of existing clients and identify product opportunities within the business.
Conduct full needs assessments with current and potential Wealth clients and recommend banking, investment and insurance products/services.
Represent the Company in community organizations to build a referral network and maintain a strong prospect pipeline.