Wealth Advisor for High‑Net‑Worth Clients

HSBC; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

HSBC seeks a Wealth Relationship Manager in Irvine, CA to work with the Wealth Relationship Officer and service teams to serve a portfolio of high-net-worth clients. You will deliver financial solutions, assess needs, and build long-term relationships while identifying opportunities to grow wallet share.

Role emphasizes compliance, risk controls, and a client-first approach in a dynamic wealth management environment.

Qualifications

• Experience in wealth management sales with high-net-worth clients.
• Knowledge of wealth planning, macro/micro economics, and regulatory frameworks.
• Licenses: Series 7 and Series 66 (or 63/65) plus Life and Health Insurance.

Responsibilities

• Build deep, long-lasting relationships and provide financial solutions for your client portfolio.
• Increase wallet share and identify product opportunities through client financials.
• Conduct needs assessments and recommend banking, investment and insurance products.
• Represent HSBC in communities and develop a referral network while maintaining a pipeline.

Skills

Nontraditional banking sales

Wealth planning knowledge

Client focus

Communication

Sales skills

Relationship development

Business development

Self-motivation

Compliance & risk awareness

Series 7 licenses

Series 66 licenses

Life and Health insurance licenses

Job description

HSBC seeks a Wealth Relationship Manager in Irvine, CA to work with the Wealth Relationship Officer and service teams to serve a portfolio of high-net-worth clients. You will deliver financial solutions, assess needs, and build long-term relationships while identifying opportunities to grow wallet share.

Role emphasizes compliance, risk controls, and a client-first approach in a dynamic wealth management environment.