Strategic Wealth Relationship Manager

HSBC Holdings plc; Miami (FL); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism program

Matching gifts program

Sustainability & Climate Initiatives

Job summary

HSBC Holdings plc in the United States seeks a Wealth Relationship Manager to work with Wealth Relationship Officers and service teams to build meaningful relationships with high-value clients. You will acquire, develop, advise, and retain a portfolio of clients through wealth planning and tailored financial solutions.

The role emphasizes client focus, strong communication, and sales skills, with opportunity for professional development and a robust benefits program.

Qualifications

• Experience in nontraditional banking financial sales and wealth management.
• Ability to recommend banking, investment and insurance products based on client needs.
• Proven ability to grow high net worth client portfolios.

Responsibilities

• Provide financial solutions to your portfolio of clients.
• Increase wallet share and identify product opportunities.
• Conduct needs assessments and recommend appropriate wealth products.
• Represent HSBC in community activities to grow referrals and maintain a pipeline.

Skills

Wealth planning

Client relationship management

Needs-based selling

Communication & influence

Business development

Compliance awareness

Networking

Education

Series 7/63/65/66 licenses

Life & Health insurance licenses

Job description

HSBC Holdings plc in the United States seeks a Wealth Relationship Manager to work with Wealth Relationship Officers and service teams to build meaningful relationships with high-value clients. You will acquire, develop, advise, and retain a portfolio of clients through wealth planning and tailored financial solutions.

The role emphasizes client focus, strong communication, and sales skills, with opportunity for professional development and a robust benefits program.