Wealth Relationship Architect

HSBC; Houston (TX); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gifts

Sustainability initiatives

Employee Resource Groups

Job summary

HSBC in Houston seeks a Wealth Relationship Manager to serve high-value clients with tailored banking, investment and insurance solutions. Work closely with a Wealth Relationship Officer to deepen client relationships and grow portfolio value, while upholding strong risk and regulatory standards.

You’ll assess client objectives, deliver needs-based advice, and collaborate with Compliance, Credit and Risk teams to ensure alignment with policy and local market opportunities in a dynamic wealth

Qualifications

• FINRA Series 7 and 66 licensing
• Life and Health licenses or willing to sponsor
• Spanish and Vietnamese are additional languages that provide added value
• Experience in non-traditional banking financial sales and client recommendations
• Knowledge of wealth planning and wealth products in client conversations

Responsibilities

• Provide financial solutions across a portfolio of high-value clients
• Increase wallet share within existing relationships and identify product opportunities
• Conduct full needs assessments and recommend banking, investment and insurance solutions
• Build asset allocation recommendations aligned to goals and risk
• Develop and maintain an active prospect pipeline for portfolio growth
• Represent HSBC in community organizations to strengthen visibility and referrals

Skills

Wealth planning

Client relationship management

Sales experience

Regulatory compliance

Job description

HSBC in Houston seeks a Wealth Relationship Manager to serve high-value clients with tailored banking, investment and insurance solutions. Work closely with a Wealth Relationship Officer to deepen client relationships and grow portfolio value, while upholding strong risk and regulatory standards.

You’ll assess client objectives, deliver needs-based advice, and collaborate with Compliance, Credit and Risk teams to ensure alignment with policy and local market opportunities in a dynamic wealth