Strategic Wealth Advisor for High-Value Clients

HSBC; Washington (District of Columbia); On-site; USD 90,000 - 130,000; Full time

Job summary

HSBC in Washington, DC seeks a Wealth Relationship Manager to build and deepen relationships with high-value clients. You will work with a Wealth Relationship Officer and service teams to tailor banking, investment and insurance solutions to each client's objectives and risk tolerance.

You will develop asset allocations, expand the client base through referrals, and collaborate with Compliance, Credit and Risk to maintain balanced risk. Strong regulatory knowledge and sales finesse are essential.

Qualifications

• FINRA Series 7 and 66 licensing required (or willing to sponsor).
• Life and Health insurance licenses required (or willing to sponsor).
• Experience in non-traditional banking financial sales and client recommendations.
• Knowledge of wealth planning and wealth products in client conversations.
• Ability to interpret macro/micro local market developments and apply insights.
• Understanding of AML and US regulatory governance in day-to-day activities.
• Work within regulatory framework for wealth management.

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.
• Build asset allocation recommendations aligned with goals and risk tolerance.
• Develop an active prospect pipeline for portfolio growth.
• Represent HSBC in community organizations to build visibility and referrals.
• Partner with service teams to deliver a joined-up client experience.
• Coordinate with Compliance, Credit and Risk for balanced risk.

Skills

FINRA Series 7/66

Life and Health licenses

Spanish language

Vietnamese language

Sales experience

Wealth planning knowledge

Job description

HSBC in Washington, DC seeks a Wealth Relationship Manager to build and deepen relationships with high-value clients. You will work with a Wealth Relationship Officer and service teams to tailor banking, investment and insurance solutions to each client's objectives and risk tolerance.

You will develop asset allocations, expand the client base through referrals, and collaborate with Compliance, Credit and Risk to maintain balanced risk. Strong regulatory knowledge and sales finesse are essential.