Strategic Wealth Relationship Manager

HSBC; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

HSBC in New York seeks a Wealth Relationship Manager to grow a high-value client portfolio with tailored wealth solutions across banking, investments and insurance. You will work with a Wealth Relationship Officer and service teams to deepen relationships, expand wallet share and build a strong pipeline while adhering to risk controls.

Licensing such as FINRA Series 7/66 and Life/Health licenses are required; sponsorship for licenses may be available where allowed.

Qualifications

• FINRA Series 7 and 66 licensing required
• Life and Health insurance licenses or willing to sponsor
• Bring meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales
• Apply expert knowledge of wealth planning and wealth products in client conversations and solutions
• Interpret macroeconomic, microeconomic and local market developments and apply insights to client needs
• Use knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities
• Work within the external regulatory framework relevant to wealth management
• Deliver needs-based solutions using effective communication, influencing and sales skills
• Strengthen relationships within an existing client base to build referrals and deepen engagement
• Build business through centers of influence (COIs) and self-sourced opportunities
• Partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes

Responsibilities

• Provide financial solutions and opportunities across a portfolio of high-value clients
• Increase wallet share within existing relationships and identify product opportunities
• Conduct full needs assessments and recommend banking, investment and insurance solutions aligned to objectives and risk tolerance
• Build asset allocation recommendations that reflect each client’s goals and suitability considerations
• Develop and maintain an active prospect pipeline to support portfolio growth
• Represent HSBC in community organizations and activities to strengthen visibility and referral networks
• Partner with service teams and the Wealth Relationship Officer to deliver a joined-up client experience
• Coordinate with Compliance, Credit and Risk and Internal Control to maintain a balanced risk operating environment

Job description

HSBC in New York seeks a Wealth Relationship Manager to grow a high-value client portfolio with tailored wealth solutions across banking, investments and insurance. You will work with a Wealth Relationship Officer and service teams to deepen relationships, expand wallet share and build a strong pipeline while adhering to risk controls.

Licensing such as FINRA Series 7/66 and Life/Health licenses are required; sponsorship for licenses may be available where allowed.