Wealth Relationship Manager | High-Net-Worth Solutions

HSBC; Beverly Hills (CA); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Professional development opportunities

Wellness Hub access

Volunteerism and matching gift program

Job summary

A leading financial institution in Beverly Hills is seeking an experienced individual for a wealth management role. The ideal candidate will have a strong background in financial sales, proven relationship-building skills, and required financial licenses. This position involves developing client relationships and providing tailored financial solutions. Competitive compensation and benefits are included in a supportive work environment.

Qualifications

• Experience in nontraditional banking financial sales.
• Knowledge of wealth planning and products.
• Strong understanding of regulatory frameworks relevant to wealth management.

Responsibilities

• Build and maintain relationships with high net worth clients.
• Conduct needs assessments and recommend financial products.
• Develop strategies to increase wallet share of clients.

Skills

Relationship building

Client focus

Business development

Wealth management knowledge

Sales skills

Fluency in Mandarin

Education

California Life and Health insurance licenses

Series 7 and 66 licenses (in lieu of 63 and 65)

Job description

A leading financial institution in Beverly Hills is seeking an experienced individual for a wealth management role. The ideal candidate will have a strong background in financial sales, proven relationship-building skills, and required financial licenses. This position involves developing client relationships and providing tailored financial solutions. Competitive compensation and benefits are included in a supportive work environment.