Senior Wealth Relationship Manager

HSBC; Town of Florida (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Sustainability initiatives

Employee Resource Groups

Job summary

HSBC is seeking a Wealth Relationship Manager in the United States to work with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients, delivering banking, investments and insurance solutions tailored to objectives and risk tolerance.

You will grow the portfolio by deepening wallet share, conducting needs assessments, and coordinating with Compliance, Credit and Risk to maintain a balanced risk operating environment.

Qualifications

• FINRA Series 7 and 66 licensing required.
• Life and Health insurance licenses or sponsor willingness.
• Experience in non-traditional banking financial sales with client recommendations.

Responsibilities

• Provide financial solutions across a portfolio of high-value clients.
• Increase wallet share and identify product opportunities.
• Conduct needs assessments and recommend banking, investments and insurance.
• Develop asset allocation recommendations aligned to client goals.
• Maintain an active prospect pipeline to grow the portfolio.
• Represent HSBC in community activities to strengthen referrals.
• Partner with teams to deliver a joined-up client experience.
• Coordinate with Compliance, Credit and Risk for balanced risk.

Skills

Series 7

Series 66

Life Insurance

Wealth planning

Regulatory knowledge

Job description

HSBC is seeking a Wealth Relationship Manager in the United States to work with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients, delivering banking, investments and insurance solutions tailored to objectives and risk tolerance.

You will grow the portfolio by deepening wallet share, conducting needs assessments, and coordinating with Compliance, Credit and Risk to maintain a balanced risk operating environment.