Senior Wealth Relationship Strategist

HSBC Global Services Limited; Beverly Hills (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Wellness Hub

Matching gifts program

Sustainability initiatives

Job summary

HSBC in Beverly Hills is seeking a Wealth Relationship Manager to build meaningful relationships with high-value clients. You will work with a Wealth Relationship Officer and service teams to deliver tailored banking, investments and insurance solutions based on client objectives, risk tolerance, and asset allocation needs.

You will cultivate a strong pipeline, deepen engagement, and collaborate across Compliance, Credit and Risk to ensure a balanced risk framework while expanding wallet share

Qualifications

• FINRA Series 7 and 66 licensing required.
• Life and Health insurance licenses or willing to sponsor.
• Meaningful experience in wealth-related financial sales.
• Apply wealth planning knowledge in client conversations.
• Interpret macro/microeconomic developments for clients.
• Knowledge of AML and US regulatory governance in daily work.
• Work within wealth management regulatory framework.
• Deliver needs-based solutions with strong communication and sales skills.
• Develop referrals and deep client engagement with COIs.

Responsibilities

• Provide financial solutions across banking, investments and insurance for high-value clients.
• Increase wallet share within existing relationships and identify product opportunities.
• Conduct full needs assessments and recommend suitable solutions.
• Develop asset allocation recommendations aligned with goals and risk tolerance.
• Maintain an active prospect pipeline to grow the portfolio.
• Represent HSBC in community activities to boost visibility and referrals.
• Collaborate with service teams and Wealth Relationship Officer for a joined-up experience.
• Coordinate with Compliance, Credit and Risk to maintain balanced risk.

Skills

FINRA Series 7/66

Life & Health licenses

Wealth planning

Sales experience

Client advisory

Regulatory knowledge

Job description

HSBC in Beverly Hills is seeking a Wealth Relationship Manager to build meaningful relationships with high-value clients. You will work with a Wealth Relationship Officer and service teams to deliver tailored banking, investments and insurance solutions based on client objectives, risk tolerance, and asset allocation needs.

You will cultivate a strong pipeline, deepen engagement, and collaborate across Compliance, Credit and Risk to ensure a balanced risk framework while expanding wallet share