Wealth Relationship Officer

HSBC; Town of Florida (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

HSBC Wealth Management in New York seeks a Wealth Relationship Officer to support the Wealth Relationship Manager and the Wealth Center team. The role focuses on delivering exceptional client service, handling banking and wealth product needs, and enabling the manager to focus on high-value activities.

Responsibilities include assisting with day-to-day banking, processing transactions, handling client inquiries, and generating reports.

Qualifications

• Strong understanding of the brokerage and banking industry.
• Experience in the financial services industry.
• Licenses: Series 7, 63, Life and Health required.

Responsibilities

• Support the Wealth Relationship Manager for the banking portions of the portfolio.
• Assist in service delivery for banking and wealth products and client day-to-day needs.
• Be the point of contact during Manager absence, handling calls and enquiries.
• Provide sales support by preparing documents, inputting data, and generating reports.
• Open/close the Wealth Center and review day-to-day banking transactions.

Skills

Brokerage knowledge

Financial services experience

Client relationship management

Regulatory compliance

Tools

CRM systems

Job description

Fecha: 22 sept 2026

The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients’ needs and conduct higher value activities which will contribute to the overall cost efficiency ratio.

As our Wealth Relationship Officer you will:

• Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolio
• Provide dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as in the day to day contact of clients
• Serve as the point of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve enquiries and facilitate a smooth hand-off to the correct channels where appropriate
• Provide sales support to licensed sales staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized reports on sales activities and entering orders for clients and opening new customer accounts in addition to being part of the Wealth Center team and assisting clients with their day to day banking needs through servicing
• Open and close the Wealth Center, review and approve day to day banking transactions

Qualifications

You´ll likely have the following qualifications to succeed in this role:

• Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products
• Experience working in the financial services industry
• Mandarin and/or Cantonese language skillset is mandatory
• Ability to build relationships and identify opportunities to help both clients and team members achieve their financial goals
• Understanding of relationship management systems and experience managing clients
• Knowledge of Anti Money Laundering practices and relevant regulatory governance in the US
• Series 7, 63, Life and Health insurance licenses required