Wealth Management Advisor — Client Services & Growth

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

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.