Strategic Wealth Advisor for High-Value Clients

HSBC; Beverly Hills (CA); On-site; USD 110,000 - 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 deepen client engagement while maintaining robust risk controls.

You will conduct needs assessments, recommend asset allocations, and develop a strong referral network to drive portfolio growth within a compliant framework.

Qualifications

• Provide needs-based wealth advice across banking, investments and insurance
• Translate client goals into tailored financial solutions
• Leverage knowledge of wealth planning to guide recommendations
• Operate within Anti Money Laundering and US regulatory governance

Responsibilities

• Provide financial solutions and opportunities across a portfolio of high-value clients
• Increase wallet share within existing relationships and identify product opportunities
• Conduct full needs assessments and recommend banking, investment and insurance solutions aligned to objectives and risk tolerance
• Build asset allocation recommendations that reflect each client’s goals and suitability considerations
• Develop and maintain an active prospect pipeline to support portfolio growth
• Represent HSBC in community organizations and activities to strengthen visibility and referral networks
• Partner with service teams and the Wealth Relationship Officer to deliver a joined-up client experience
• Coordinate with Compliance, Credit and Risk and Internal Control to maintain a balanced risk operating environment

Skills

Financial solutions

Wealth planning

Sales acumen

Regulatory compliance

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 deepen client engagement while maintaining robust risk controls.

You will conduct needs assessments, recommend asset allocations, and develop a strong referral network to drive portfolio growth within a compliant framework.