Strategic Wealth Advisor for High-Value Clients

HSBC Holdings plc; New Rochelle (NY); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism program

Matching gift program

Job summary

HSBC Holdings plc in New Rochelle, NY seeks a Wealth Relationship Manager to build and deepen relationships with high-value clients. You will collaborate with a Wealth Relationship Officer and service teams to advise on banking, investments and insurance based on client objectives and risk tolerance.

You’ll acquire, develop, advise and retain a portfolio, expanding wallet share while maintaining compliance and coordination with risk and control partners.

Qualifications

• Bachelor’s degree in business, finance, related field or equivalent experience.
• FINRA Series 7 and 66 (or 63 and 65) licensing required
• Life and Health insurance licenses required
• Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios

Responsibilities

• Provide financial solutions and opportunities with our portfolio of clients
• Increase wallet share of existing clients and identify product opportunities within the business
• Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
• Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline

Skills

Relationship building

Sales skills

Communication

Business development

Education

Bachelor’s degree in business/finance or related field

Job description

HSBC Holdings plc in New Rochelle, NY seeks a Wealth Relationship Manager to build and deepen relationships with high-value clients. You will collaborate with a Wealth Relationship Officer and service teams to advise on banking, investments and insurance based on client objectives and risk tolerance.

You’ll acquire, develop, advise and retain a portfolio, expanding wallet share while maintaining compliance and coordination with risk and control partners.