Strategic Wealth Advisor & Relationship Manager

HSBC; City of Hudson (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Sustainability initiatives

Job summary

HSBC in the United States seeks a Wealth Relationship Manager to build meaningful relationships with high-value clients, providing solutions across banking, investments and insurance aligned to each client’s objectives and risk tolerance.

You will work with a Wealth Relationship Officer and service teams to deepen wallet share, grow referrals, and maintain a compliant, risk-balanced operation in collaboration with Compliance, Credit and Internal Control.

Qualifications

• Experience in non-traditional banking financial sales and client recommendations.
• Knowledge of wealth planning and wealth products.
• Understanding of Anti-Money Laundering and US regulatory governance.

Responsibilities

• Provide financial solutions across a portfolio of high-value clients.
• Increase wallet share and identify product opportunities.
• Conduct needs assessments and recommend banking, investment and insurance solutions.
• Develop asset allocation recommendations aligned to client goals and risk tolerance.
• Build an active prospect pipeline and cultivate referrals and COIs.

Skills

Financial sales

Wealth planning

Regulatory knowledge

Sales skills

Relationship management

Job description

HSBC in the United States seeks a Wealth Relationship Manager to build meaningful relationships with high-value clients, providing solutions across banking, investments and insurance aligned to each client’s objectives and risk tolerance.

You will work with a Wealth Relationship Officer and service teams to deepen wallet share, grow referrals, and maintain a compliant, risk-balanced operation in collaboration with Compliance, Credit and Internal Control.