Strategic Wealth Advisor for High-Value Clients

HSBC; McLean (VA); On-site; USD 95,000 - 135,000; Full time

Job summary

HSBC in United States, McLean, VA seeks a Wealth Relationship Manager to work with a Wealth Relationship Officer and service teams, building relationships with high-value clients and providing banking, investments and insurance solutions tailored to objectives and risk tolerance.

You’ll conduct needs assessments, build asset allocations and develop a strong prospect pipeline to grow the portfolio while coordinating with Compliance, Credit and Risk for a balanced risk framework.

Qualifications

• FINRA Series 7 and 66 licensing required or willing to sponsor
• Life and Health licenses or willingness to obtain
• Experience in wealth planning and client recommendations

Responsibilities

• Provide financial solutions across a portfolio of high-value clients
• Increase wallet share and identify product opportunities
• Conduct full needs assessments and recommend banking, investment and insurance solutions
• Develop asset allocation recommendations aligned to client goals
• Build an active prospect pipeline to grow the portfolio
• Collaborate with Compliance, Credit and Risk to maintain risk balance

Skills

FINRA Series 7

FINRA Series 66

Life and Health licenses

Wealth planning knowledge

Sales experience

Client relationship management

Job description

HSBC in United States, McLean, VA seeks a Wealth Relationship Manager to work with a Wealth Relationship Officer and service teams, building relationships with high-value clients and providing banking, investments and insurance solutions tailored to objectives and risk tolerance.

You’ll conduct needs assessments, build asset allocations and develop a strong prospect pipeline to grow the portfolio while coordinating with Compliance, Credit and Risk for a balanced risk framework.