Wealth Management Advisor

HSBC; Beverly Hills (CA); On-site; USD 82,600 - 123,900; Full time

Job summary

A leading global bank is seeking a Talent Acquisition Specialist based in California to support Wealth Relationship Managers and assist with client servicing. The ideal candidate will have significant experience in the financial services sector and hold mandatory licenses including Series 7 and 63. This role requires strong relationship management skills and an understanding of banking products. Competitive salary range is $82,600 to $123,900, with various benefits available.

Qualifications

• Strong understanding of the brokerage and banking industry, trading opportunities and banking products.
• Experience working in the financial services industry.
• Understanding of relationship management systems and experience managing clients.

Responsibilities

• Support the Wealth Relationship Manager for their assigned portfolio.
• Assist in delivery of service and support activities for banking and wealth products.
• Resolve client enquiries and facilitate smooth hand-off during Wealth Relationship Manager absence.
• Prepare sales documents and manage data input and report generation.
• Open and close the Wealth Center and review daily banking transactions.

Skills

Strong understanding of the brokerage and banking industry

Experience in financial services

Ability to build relationships

Understanding of relationship management systems

Knowledge of Anti Money Laundering practices

Education

Series 7 license

Series 63 license

Life and Health insurance licenses

Job description

Talent Acquisition Specialist for USCreating new job opportunities

This range is provided by HSBC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Overview

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

Responsibilities

• Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolio
• Provide dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as in the day to day contact of clients
• Serve as the point of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve enquiries and facilitate a smooth hand-off to the correct channels where appropriate
• Provide sales support to licensed sales staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized reports on sales activities and entering orders for clients and opening new customer accounts in addition to being part of the Wealth Center team and assisting clients with their day to day banking needs through servicing
• Open and close the Wealth Center, review and approve day to day banking transactions

Qualifications — External

• Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products
• Experience working in the financial services industry
• Ability to build relationships and identify opportunities to help both clients and team members achieve their financial goals
• Understanding of relationship management systems and experience managing clients
• Knowledge of Anti Money Laundering practices and relevant regulatory governance in the US
• Series 7, 63, Life and Health insurance licenses required (Mandatory)

Pay Range and Benefits

HSBC targets a pay range between $82,600.00 and $123,900.00. The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Seniority level

Mid-Senior level

Employment type

Full-time