Wealth Relationship Manager

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

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.

Why HSBC

HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity

As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role focuses on acquiring, developing, advising and retaining a portfolio through strong fundamentals in wealth planning. You’ll provide solutions across banking, investments and insurance based on each client’s objectives, risk tolerance and appropriate asset allocations. Success means deepening relationships, increasing wallet share and building a strong pipeline through referrals and community connections. You’ll also partner with Compliance, Credit and Risk and Internal Control to support a balanced risk operating environment.

What you’ll be doing

• Provide financial solutions and opportunities 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 aligned to objectives and risk tolerance
• Build asset allocation recommendations that reflect each client’s goals and suitability considerations
• Develop and maintain an active prospect pipeline to support portfolio growth
• Represent HSBC in community organizations and activities to strengthen visibility and referral networks
• Partner with service teams and the Wealth Relationship Officer to deliver a joined-up client experience
• Coordinate with Compliance, Credit and Risk and Internal Control to maintain a balanced risk operating environment

What we’re looking for

• FINRA Series 7 and 66 (or 63 and 65) licensing required
• Life and Health insurance licenses or willing to sponsor
• Spanish and Vietnamese are additional languages that provide added value
• Bring meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales
• Apply expert knowledge of wealth planning and wealth products in client conversations and solutions
• Interpret macroeconomic, microeconomic and local market developments and apply insights to client needsUse knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities
• Work within the external regulatory framework relevant to wealth management
• Deliver needs-based solutions using effective communication, influencing and sales skills
• Strengthen relationships within an existing client base to build referrals and deepen engagement
• Build business through centers of influence (COIs) and self-sourced opportunities
• Partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes

Growing meaningful wealth relationships

This role offers the opportunity to shape outcomes for high-value clients through thoughtful, need-based advice across banking, investments and insurance. You’ll build long-term relationships, expand existing connections and create new opportunities through referrals and community presence. If you’re looking to apply your wealth planning expertise in a role focused on deepening client relationships and building portfolio growth, this is a chance to make that impact at HSBC.

Benefits

• 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.
• 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!

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.