Wealth Manager

HSBC; Arcadia (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

HSBC is hiring a Wealth Relationship Manager in the United States to build and manage relationships with high-value clients, leveraging wealth planning and banking expertise. You will acquire, develop, advise, and retain client portfolios while collaborating with our Wealth Relationship Officer and service teams.

Responsibilities include providing tailored financial solutions, expanding wallet share, performing needs assessments, and representing HSBC to grow referrals and maintain a healthy

Qualifications

• Nontraditional banking and financial sales experience.
• Proven ability to increase wallet share with high-net-worth clients.
• Strong knowledge of wealth planning and investment products.

Responsibilities

• Provide financial solutions and opportunities to your client portfolio.
• Increase wallet share and identify product opportunities.
• Conduct needs assessments and recommend banking, investment, and insurance products.
• Represent HSBC in the community to build referrals and maintain a prospect pipeline.

Skills

Relationship building

Sales skills

Wealth planning knowledge

Client needs assessment

Communication

Education

Series 7/63/65/66 licenses

Job description

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.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position

.
The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high-value clients. Professionalism, client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of client

s.
As our Wealth Relationship Manager, you wi

• ll:
  Provide financial solutions and opportunities to your portfolio of cli
• entsIncrease wallet share of existing clients and identify product opportunities within the busi
• nessConduct 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 alloca
• tionRepresent 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 pipe

line
You´ll likely have the following qualifications to succeed in this

• role:
  Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client port
• foliosExpert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth mana
• gementStrong clients focus and ability to deliver needs-based solutions through effective communication, influencing, and sales
• skillsAbility to demonstrate strong relationship deepening skills with an existing client base to build and grow relationships and develop referral s
• ourcesStrong business development skills to work with outside Chief Information Officers (COIs) to develop self-sourced bu
• sinessSelf-motivated and Self-driven individual with strong relationship and communications
• skillsGood understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating envir
• onmentSeries 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses re

quired
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the

future!