Wealth Relationship Manager: Grow High-Net-Worth Assets

HSBC Holdings plc; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

HSBC Holdings plc is seeking a Wealth Relationship Manager to serve a portfolio of high-value clients in Irvine, CA. You will collaborate with the Wealth Relationship Officer and service teams to deliver tailored financial solutions while upholding the highest standards of client service.

Responsibilities include building deep relationships, conducting needs assessments, and recommending a range of banking, investment, and insurance products to meet client objectives, with compliance to

Qualifications

• Experience in high-value client service and financial advisory.
• Licensing requirements include Series 7 and other regulatory credentials.
• Strong knowledge across banking, investments, and insurance solutions.

Responsibilities

• Build deep relationships with a portfolio of high-value clients.
• Conduct comprehensive needs assessments to tailor solutions.
• Recommend banking, investment, and insurance products to meet objectives.

Skills

Relationship building

Needs assessment

Financial product knowledge

Education

Series 7 license

Tools

CRM software

Job description

HSBC is seeking a Wealth Relationship Manager to serve a portfolio of high-value clients. You will work with the Wealth Relationship Officer and service teams to deliver tailored financial solutions and maintain the highest standard of client service.

Responsibilities include building deep relationships, conducting needs assessments, and recommending banking, investment, and insurance products to meet client objectives. Licensing requirements include Series 7 and other regulatory credentials.