Senior Wealth Relationship Advisor

HSBC; Arcadia (CA); On-site; USD 140,000 - 170,000; Full time

Job summary

HSBC is seeking a Wealth Relationship Manager to grow high‑value client relationships by delivering tailored wealth solutions across banking, investments and insurance.

You will work with a Wealth Relationship Officer and service teams to acquire, develop, advise and retain a portfolio, while upholding regulatory standards and building a strong pipeline through referrals and community connections.

Qualifications

• FINRA Series 7 and 66 licensing required.
• Life and Health licenses or willingness to sponsor.
• Experience in non-traditional banking financial sales with client recommendations.
• Deep knowledge of wealth planning and wealth products for client discussions.
• Ability to interpret macro and microeconomic trends to client needs.
• Familiarity with AML and US regulatory governance in daily activities.
• Operate within wealth management regulatory frameworks.
• Deliver needs-based solutions using clear communication and sales skills.
• Strengthen relationships to generate referrals and deepen engagement.
• Develop COIs and self-sourced opportunities to grow business.
• Collaborate with Compliance, Credit, and Risk to balance risk.

Responsibilities

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

Skills

FINRA Series 7 license

FINRA Series 66 license

Life and Health licenses

Wealth planning knowledge

Sales/advisory skills

Job description

HSBC is seeking a Wealth Relationship Manager to grow high‑value client relationships by delivering tailored wealth solutions across banking, investments and insurance.

You will work with a Wealth Relationship Officer and service teams to acquire, develop, advise and retain a portfolio, while upholding regulatory standards and building a strong pipeline through referrals and community connections.