Wealth Growth & Relationship Advisor

HSBC; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Job summary

HSBC Wealth Management seeks a Wealth Relationship Manager in the United States to manage a portfolio of high-net-worth clients and work with Wealth Relationship Officers and service teams to deliver comprehensive financial solutions. This role emphasizes client focus, driving advisory capabilities, and compliant relationship management.

You will conduct needs assessments, recommend banking, investment and insurance products, and develop a referral network to support growth while maintaining an

Qualifications

• Experience in nontraditional banking sales and wealth management.
• Ability to assess client needs and recommend banking, investment and insurance products.
• Strong relationship-building and referral network development.

Responsibilities

• Provide financial solutions to a portfolio of clients.
• Increase wallet share and identify product opportunities within the business.
• Conduct full needs assessments and recommend appropriate wealth products and services.
• Represent HSBC in community organizations to grow referrals and maintain an active pipeline.

Skills

Wealth management

Client relationship management

Sales and business development

Communication and influencing

Regulatory knowledge

Job description

HSBC Wealth Management seeks a Wealth Relationship Manager in the United States to manage a portfolio of high-net-worth clients and work with Wealth Relationship Officers and service teams to deliver comprehensive financial solutions. This role emphasizes client focus, driving advisory capabilities, and compliant relationship management.

You will conduct needs assessments, recommend banking, investment and insurance products, and develop a referral network to support growth while maintaining an