Wealth Advisor to High-Value Clients

HSBC; Parkway (CA); On-site; USD 100,000 - 180,000; Full time

Job summary

HSBC is seeking a Wealth Relationship Manager to build and deepen relationships with high-value clients, coordinating across banking, investments and insurance. You will work with a Wealth Relationship Officer and service teams to deliver tailored solutions and grow the portfolio.

You’ll leverage wealth planning expertise, risk considerations, and regulatory knowledge to provide compliant, needs-based recommendations, while expanding referrals and community connections to drive wallet share.

Qualifications

• FINRA license required (7/66)
• Life and Health licenses or sponsorship
• Experience in non-traditional banking financial sales
• Apply wealth planning knowledge in client conversations
• Knowledge of AML and US regulatory governance
• Deliver needs-based solutions with strong communication and sales
• Build referrals via COIs and community connections

Responsibilities

• Provide financial solutions across a portfolio of high-value clients
• Increase wallet share and identify product opportunities
• Conduct full needs assessments and recommend banking, investment and insurance solutions
• Build asset allocation recommendations aligned to client goals
• Develop and maintain an active prospect pipeline
• Represent HSBC in community organizations to strengthen visibility
• Partner with service teams to deliver a joined-up client experience
• Coordinate with Compliance, Credit and Risk and Internal Control to balance risk

Skills

FINRA licensing

Life & Health licenses

Wealth planning knowledge

Sales experience

Client advisory

Regulatory compliance

Networking / COIs

Communication skills

Job description

HSBC is seeking a Wealth Relationship Manager to build and deepen relationships with high-value clients, coordinating across banking, investments and insurance. You will work with a Wealth Relationship Officer and service teams to deliver tailored solutions and grow the portfolio.

You’ll leverage wealth planning expertise, risk considerations, and regulatory knowledge to provide compliant, needs-based recommendations, while expanding referrals and community connections to drive wallet share.