Wealth Relationship Manager: Grow High-Value Portfolios

HSBC; Arcadia (CA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Wellness Hub

Matching gift program

Volunteerism policy

Sustainability & Climate Initiatives

Job summary

HSBC is seeking a Wealth Relationship Manager to build, advise and retain a portfolio of high-value clients across banking, investments, and insurance. You’ll work with a Wealth Relationship Officer and service teams to deliver a seamless client experience, expanding relationships and referrals.

The role emphasizes wealth planning expertise, regulatory acumen, and the ability to leverage COIs and community networks to grow the book of business.

Qualifications

• FINRA Series 7 and 66 licensing required.
• Life and Health licenses or willing to sponsor.
• Experience in non-traditional banking financial sales with client recommendations.
• Knowledge of wealth planning and wealth products.
• Understanding macroeconomic and local market developments.
• Anti-Money Laundering regulatory governance knowledge.
• Ability to build referrals and COIs.

Responsibilities

• Provide financial solutions across a portfolio of high-value clients.
• Increase wallet share within existing relationships and identify opportunities.
• Conduct full needs assessments and recommend banking, investment and insurance solutions.
• Develop asset allocation recommendations aligned to client goals.
• Build an active prospect pipeline for portfolio growth.
• Represent HSBC in community organizations to strengthen visibility.
• Partner with service teams and Wealth Relationship Officer for a joined-up client experience.
• Coordinate with Compliance, Credit and Risk and Internal Control to balance risk.

Skills

FINRA licenses

Life & Health licenses

Wealth planning

Sales experience

Regulatory knowledge

AML awareness

Communication skills

Networking / COIs

Relationship development

Product knowledge

Job description

HSBC is seeking a Wealth Relationship Manager to build, advise and retain a portfolio of high-value clients across banking, investments, and insurance. You’ll work with a Wealth Relationship Officer and service teams to deliver a seamless client experience, expanding relationships and referrals.

The role emphasizes wealth planning expertise, regulatory acumen, and the ability to leverage COIs and community networks to grow the book of business.