Strategic Wealth Advisor for High-Value Clients

HSBC Holdings plc; Washington (District of Columbia); On-site; USD 100,000 - 180,000; Full time

Job summary

HSBC Holdings plc is seeking a Wealth Relationship Manager in Washington, DC to build and deepen relationships with high‑value clients. You will advise on banking, investments and insurance solutions aligned to client goals and risk tolerance, while coordinating with compliance and risk teams for balanced outcomes.

Ideal candidates bring Series 7/66 and Life/Health licenses, plus experience in wealth planning and sales.

Qualifications

• FINRA Series 7 and 66 licensing required
• Life and Health insurance licenses or willingness to sponsor
• Mandarin language skills are a plus and preferred
• Bring meaningful experience in non-traditional banking financial sales
• Apply knowledge of wealth planning and products in client conversations

Responsibilities

• Provide financial solutions across a portfolio of high-value clients
• Increase wallet share within existing relationships and identify product opportunities
• Conduct needs assessments and recommend banking, investments and insurance solutions
• Develop asset allocation recommendations aligned to client goals
• Build an active pipeline to support portfolio growth
• Represent HSBC in community organizations and referrals networks
• Collaborate with Wealth Officer and service teams to deliver a joined-up client experience

Skills

FINRA licensing

Life & Health licenses

Mandarin language

Wealth planning

Job description

HSBC Holdings plc is seeking a Wealth Relationship Manager in Washington, DC to build and deepen relationships with high‑value clients. You will advise on banking, investments and insurance solutions aligned to client goals and risk tolerance, while coordinating with compliance and risk teams for balanced outcomes.

Ideal candidates bring Series 7/66 and Life/Health licenses, plus experience in wealth planning and sales.