Wealth Relationship Manager

HSBC; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Tailored professional development opportunities

Job summary

HSBC is hiring in San Francisco for a role focused on providing financial solutions to a portfolio of clients. Ideal candidates will bring meaningful experience in financial sales, particularly in wealth management, and should possess Series 7 and 63 or equivalent licenses.

This role involves conducting full needs assessments and recommending banking, investment, and insurance products tailored to clients' individual needs. Benefits include a competitive pay package and wellness programs.

Qualifications

• Experience in nontraditional banking financial sales.
• Expert knowledge in wealth planning and products.
• Ability to deliver needs-based solutions.

Responsibilities

• Provide financial solutions to clients.
• Identify product opportunities within existing clients.
• Conduct needs assessments for Wealth customers.

Skills

Financial sales experience

Wealth management expertise

Client communication skills

Relationship deepening skills

Business development

Self-motivation

Education

Series 7, 63, 65 or 66 licenses

Life and Health insurance licenses

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.

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 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.

Qualifications

• Meaningful experience in nontraditional banking financial sales, providing client recommendations, 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 external regulatory framework relevant to wealth management.
• Strong client 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 COI’s to develop self‑sourced business.
• Self‑motivated and self‑driven individual with strong relationship and communication 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.

Benefits

HSBC offers a competitive pay and benefits package, including a robust Wellness Hub, volunteerism policy, matching gift program, and programs on Sustainability and Climate Change. Employees can join Employee Resource Groups and have access to tailored professional development opportunities.

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.