Wealth Relationship Manager for High-Value Clients

HSBC; Irvine (CA); Vor Ort; USD 110.000 - 170.000; Vollzeit

Benefits dieser Stelle

Wellness Hub

Volunteerism policy

Gift matching

Sustainability programs

Zusammenfassung

HSBC in Irvine, CA is seeking a Wealth Relationship Manager to grow high‑value client relationships by delivering tailored wealth solutions across banking, investments and insurance. You will partner with a Wealth Relationship Officer and service teams to build meaningful connections and deliver a joined‑up client experience.

You’ll acquire, develop, advise and retain portfolios, applying wealth planning expertise, risk-aware recommendations, and compliance with regulatory standards to deepen

Qualifikationen

• FINRA Series 7 and 66 licensing required.
• Life and Health licenses or willingness to sponsor.
• Experience in wealth planning and client recommendations.
• Experience in non-traditional banking financial sales.
• Knowledge of AML and US regulatory governance.
• Ability to build referrals and COIs.

Aufgaben

• 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 that reflect clients’ goals and risk tolerance.
• 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 risk-balanced environment.

Kenntnisse

FINRA Series 7/66

Life & Health licenses

Wealth sales experience

Wealth planning knowledge

Regulatory compliance knowledge

Strong communication

Jobbeschreibung

HSBC in Irvine, CA is seeking a Wealth Relationship Manager to grow high‑value client relationships by delivering tailored wealth solutions across banking, investments and insurance. You will partner with a Wealth Relationship Officer and service teams to build meaningful connections and deliver a joined‑up client experience.

You’ll acquire, develop, advise and retain portfolios, applying wealth planning expertise, risk-aware recommendations, and compliance with regulatory standards to deepen