Wealth Growth & Relationship Manager

HSBC; Miami (FL); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism program

Matching gifts

Job summary

HSBC in the United States is seeking a Wealth Relationship Manager to build and manage a portfolio of high-value clients. You will collaborate with the Wealth Relationship Officer and service teams to deliver tailored banking, investment and insurance solutions.

You will conduct needs assessments, expand wallet share, and advise on appropriate products while maintaining compliance and a strong risk-aware culture. Licensing requirements include Series 7/63/65/66 and Life/Health licenses.

Qualifications

• Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales.
• Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and external regulatory framework relevant to wealth management
• Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
• Ability to deepen relationships with existing clients and develop referral sources
• Business development skills to work with outside COIs to develop self-sourced business
• Self-motivated with strong relationship and communications skills
• Understanding of Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Licensing: Series 7, 63, 65 or 66, Life and Health licenses

Responsibilities

• Provide financial solutions and opportunities to your portfolio of clients
• Increase wallet share of existing clients and identifying 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 to meet individual needs, based on objectives, risk tolerance and proper asset allocations
• Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline

Skills

Relationship management

Wealth planning

Sales skills

Client needs analysis

Communication skills

Financial products knowledge

Series 7/63/65/66 licenses

Life and Health insurance licenses

Job description

HSBC in the United States is seeking a Wealth Relationship Manager to build and manage a portfolio of high-value clients. You will collaborate with the Wealth Relationship Officer and service teams to deliver tailored banking, investment and insurance solutions.

You will conduct needs assessments, expand wallet share, and advise on appropriate products while maintaining compliance and a strong risk-aware culture. Licensing requirements include Series 7/63/65/66 and Life/Health licenses.