Wealth Growth Advisor for High-Net-Worth Clients

HSBC; Seattle (WA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Job summary

HSBC seeks a Wealth Relationship Manager to build and manage a portfolio of high-value clients, delivering wealth planning solutions and investment products. The role involves identifying opportunities, expanding wallet share, and maintaining strong relationships across banking and advisory services.

You’ll work with a Wealth Relationship Officer and service teams to advise clients, grow referrals, and uphold regulatory and risk standards, while representing HSBC in community activities and

Qualifications

• Experience in nontraditional banking financial sales with high-net-worth clients.
• Deep knowledge of wealth planning and wealth products and related regulations.
• Strong client-focused mindset with ability to deliver needs-based solutions.
• Proven ability to deepen client relationships and develop referral sources.

Responsibilities

• Provide financial solutions and opportunities to your portfolio of clients.
• Increase wallet share of existing clients and identify product opportunities within the business.
• Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services.
• Represent HSBC in community organizations to enhance the company's image and grow referral networks.

Skills

Wealth management

Client relationships

Sales excellence

Regulatory/licensing

Job description

HSBC seeks a Wealth Relationship Manager to build and manage a portfolio of high-value clients, delivering wealth planning solutions and investment products. The role involves identifying opportunities, expanding wallet share, and maintaining strong relationships across banking and advisory services.

You’ll work with a Wealth Relationship Officer and service teams to advise clients, grow referrals, and uphold regulatory and risk standards, while representing HSBC in community activities and