Wealth Relationship Architect

HSBC; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gift program

Sustainability initiatives

Inclusive work environment

Job summary

HSBC is seeking a Wealth Relationship Manager in Irvine, CA to build and deepen relationships with high-value clients through tailored wealth solutions across banking, investments and insurance. You will work with a Wealth Relationship Officer and service teams to acquire, advise and retain a growing portfolio.

You’ll apply wealth planning expertise, regulatory awareness, and strong communication to deliver needs-based solutions while expanding wallet share and referrals within a balanced risk

Qualifications

• Licensing requirements must be met.
• Experience in wealth-related financial sales and advising.
• Apply wealth planning knowledge to client conversations.

Responsibilities

• Provide financial solutions across a portfolio of high-value clients.
• Increase wallet share and identify product opportunities.
• Conduct needs assessments and recommend banking, investments, and insurance solutions.
• Develop asset allocations aligned with client goals and risk tolerance.
• Maintain an active prospect pipeline to grow the portfolio.

Skills

FINRA Series 7

FINRA Series 66

Life & Health licenses

Wealth planning

Relationship building

Sales experience

Regulatory compliance knowledge

Job description

HSBC is seeking a Wealth Relationship Manager in Irvine, CA to build and deepen relationships with high-value clients through tailored wealth solutions across banking, investments and insurance. You will work with a Wealth Relationship Officer and service teams to acquire, advise and retain a growing portfolio.

You’ll apply wealth planning expertise, regulatory awareness, and strong communication to deliver needs-based solutions while expanding wallet share and referrals within a balanced risk