Wealth Relationship Manager

HSBC; Village of Scarsdale (NY); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gifts

Sustainability initiatives

Employee Resource Groups

Job summary

HSBC in the United States seeks a Wealth Relationship Manager to service high-value clients, working with a Wealth Relationship Officer and service teams to grow a portfolio across banking, investments and insurance. You’ll build needs-based solutions and maintain strong client relationships.

You will conduct needs assessments, tailor asset allocations and develop a robust referral network while ensuring compliance with US regulations and risk controls.

Qualifications

• FINRA Series 7 and 66 licensing required (or 63 and 65) with Life and Health licenses or willingness to sponsor
• Mandarin language skills are a plus; preference for candidates with this skill
• Meaningful experience in non-traditional banking financial sales with client recommendations
• Applied wealth planning knowledge to tailor solutions for clients
• Awareness of Anti-Money Laundering and US regulatory governance

Responsibilities

• Provide financial solutions across a portfolio of high-value clients
• Increase wallet share and identify product opportunities within relationships
• Conduct full needs assessments and recommend banking, investment and insurance solutions
• Develop asset allocation recommendations aligned to client goals and risk tolerance
• Build an active prospect pipeline to grow the portfolio
• Represent HSBC in community activities to strengthen visibility and referrals
• Collaborate with service teams and Wealth Relationship Officer for a joined-up experience
• Coordinate with Compliance, Credit and Risk to maintain balanced risk

Skills

FINRA Series 7

FINRA Series 66

Life & Health licenses

Mandarin language

Wealth planning knowledge

Non-traditional banking sales

Regulatory compliance

AML awareness

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.

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.

As Our Wealth Relationship Manager , You Will

• 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

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

• FINRA Series 7 and 66 (or 63 and 65) licensing required and Life and Health insurance licenses or willing to sponsor
• Mandarin language skills are a plus for this role. While not strictly required, candidates who have this skill will be given preference
• 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 needs
• Use 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

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!

Benefits

• robust Wellness Hub
• industry-leading volunteerism policy
• generous matching gift program
• comprehensive program of immersive Sustainability and Climate Change Initiatives
• 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.

The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

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.