Wealth Manager

HSBC; Seattle (WA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Job summary

HSBC seeks a Wealth Relationship Manager to build and manage a portfolio of high-value clients, delivering wealth planning solutions and investment products. The role involves identifying opportunities, expanding wallet share, and maintaining strong relationships across banking and advisory services.

You’ll work with a Wealth Relationship Officer and service teams to advise clients, grow referrals, and uphold regulatory and risk standards, while representing HSBC in community activities and

Qualifications

• Experience in nontraditional banking financial sales with high-net-worth clients.
• Deep knowledge of wealth planning and wealth products and related regulations.
• Strong client-focused mindset with ability to deliver needs-based solutions.
• Proven ability to deepen client relationships and develop referral sources.

Responsibilities

• Provide financial solutions and opportunities to your portfolio of clients.
• Increase wallet share of existing clients and identify 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.
• Represent HSBC in community organizations to enhance the company's image and grow referral networks.

Skills

Wealth management

Client relationships

Sales excellence

Regulatory/licensing

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 clients.

As our Wealth Relationship Manager, you will:

• Provide financial solutions and opportunities to your portfolio of clients
• Increase wallet share of existing clients and identify 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

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

• Experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios
• Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management
• Strong clients focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
• Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
• Strong business development skills to work with outside Centers of Influence (COI’s) to develop self-sourced business
• Self-Motivated and Self-driven individual with strong relationships and communications skills
• Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required

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!