Wealth Relationship Manager: High-Value Client Growth

HSBC Holdings plc; Beverly Hills (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism program

Sustainability initiatives

Competitive compensation and benefits

Job summary

HSBC Holdings plc in Beverly Hills seeks a Wealth Relationship Manager to grow high-value client relationships through tailored wealth solutions. You will collaborate with a Wealth Relationship Officer and service teams to advise across banking, investments and insurance, focusing on wallet share growth and key referrals.

The role emphasizes deep client understanding, risk-aware planning and active pipeline development within a major global bank.

Qualifications

• FINRA licensing (Series 7 and 66) is required.
• Life and Health insurance licenses or willingness to sponsor.
• Bring meaningful experience in wealth planning and client advisory.
• Strong relationship-building and sales skills to deepen wallet share.
• Knowledge of regulatory governance and AML in US wealth management contexts.
• Ability to communicate needs-based financial solutions across banking, investments and insurance.

Responsibilities

• Provide financial solutions across a portfolio of high-value clients.
• Increase wallet share and identify product opportunities within existing relationships.
• Conduct full needs assessments and recommend banking, investment and insurance solutions.
• Develop asset allocation recommendations aligned to client goals and risk tolerance.
• Maintain an active prospect pipeline to grow the portfolio.
• Represent HSBC in community organizations to strengthen visibility and referral networks.
• Collaborate with Compliance, Credit and Risk to support a balanced risk operating environment.

Skills

FINRA licensing

Insurance licenses

Wealth planning expertise

Relationship building

Regulatory/compliance knowledge

Sales and advisory skills

Job description

HSBC Holdings plc in Beverly Hills seeks a Wealth Relationship Manager to grow high-value client relationships through tailored wealth solutions. You will collaborate with a Wealth Relationship Officer and service teams to advise across banking, investments and insurance, focusing on wallet share growth and key referrals.

The role emphasizes deep client understanding, risk-aware planning and active pipeline development within a major global bank.