Wealth Relationship Manager: High-Value Client Growth

HSBC; McLean (VA); On-site; USD 120,000 - 190,000; Full time

Job summary

HSBC Wealth Management is seeking a Wealth Relationship Manager to cultivate relationships with high-value clients in the United States. You will work with a Wealth Relationship Officer and service teams to deliver integrated financial solutions across banking, investments and insurance, tailored to each client’s objectives and risk tolerance.

The role emphasizes expanding wallet share, developing a robust pipeline, and collaborating with Compliance and Risk teams to maintain a sound risk

Qualifications

• FINRA Series 7 and 66 (or 63 and 65) licensing required, and Life and Health insurance licenses, or willing to sponsor
• Spanish and Vietnamese are additional languages that provide added value
• Bring meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales
• Apply expert knowledge of wealth planning and wealth products in client conversations and solutions
• Interpret macroeconomic, microeconomic and local market developments and apply insights to client needs
• Use knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities
• Work within the external regulatory framework relevant to wealth management. Deliver needs-based solutions using effective communication, influencing and sales skills
• Strengthen relationships within an existing client base to build referrals and deepen engagement. Build business through centers of influence (COIs) and self-sourced opportunities
• Partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes

Responsibilities

• Provide financial solutions and opportunities across a portfolio of high-value clients
• Increase wallet share within existing relationships and identify product opportunities
• Conduct full needs assessments and recommend banking, investment and insurance solutions aligned to objectives and risk tolerance
• Build asset allocation recommendations that reflect each client’s goals and suitability considerations
• Develop and maintain an active prospect pipeline to support portfolio growth
• Represent HSBC in community organizations and activities to strengthen visibility and referral networks
• Partner with service teams and the Wealth Relationship Officer to deliver a joined-up client experience
• Coordinate with Compliance, Credit and Risk and Internal Control to maintain a balanced risk operating environment

Skills

FINRA licensing

Wealth management

Client relationship sales

Wealth planning knowledge

Regulatory compliance

Communication & sales

COIs & referrals

Multilingual (Spanish)

Risk awareness

Job description

HSBC Wealth Management is seeking a Wealth Relationship Manager to cultivate relationships with high-value clients in the United States. You will work with a Wealth Relationship Officer and service teams to deliver integrated financial solutions across banking, investments and insurance, tailored to each client’s objectives and risk tolerance.

The role emphasizes expanding wallet share, developing a robust pipeline, and collaborating with Compliance and Risk teams to maintain a sound risk