Wealth Relationship Manager: Grow High-Net-Worth Assets

HSBC; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gifts

Sustainability initiatives

Employee Resource Groups

Job summary

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.

Qualifications

• Meaningful experience in nontraditional banking financial sales and building high-net-worth client portfolios.
• Expert knowledge in wealth planning and wealth products, and regulatory framework relevant to wealth management.
• Strong client focus with ability to deliver needs-based solutions through effective communication and sales skills.

Responsibilities

• Build deep, long-lasting relationships with a portfolio of high-value clients and provide financial solutions.
• Conduct needs assessments and recommend banking, investment and insurance products to meet client objectives and risk tolerance.
• Represent HSBC in community organizations to grow a referral network and maintain an active prospect pipeline.

Skills

Wealth planning

Relationship management

Sales skills

Regulatory knowledge

Licensing: Series 7

Education

Bachelor's degree in finance

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.