Wealth Solutions Advisor for High-Value Clients

HSBC; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism program

Matching gifts

Sustainability initiatives

Job summary

HSBC seeks a Wealth Relationship Manager to build and maintain relationships with high-value clients, delivering banking, investment and insurance solutions tailored to each goals and risk tolerance. You will work with a Wealth Relationship Officer and service teams to grow a robust, referrals-driven portfolio.

In this role you’ll deepen client engagement, expand wallet share, and partner with Compliance, Credit and Risk to ensure a balanced risk environment while representing HSBC in the

Qualifications

• FINRA Series 7 and 66 licensing required.
• 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

Licenses (Life & Health)

Bilingual (Spanish)

Bilingual (Vietnamese)

Wealth planning knowledge

Sales experience

Regulatory governance knowledge

Communication & influencing skills

Job description

HSBC seeks a Wealth Relationship Manager to build and maintain relationships with high-value clients, delivering banking, investment and insurance solutions tailored to each goals and risk tolerance. You will work with a Wealth Relationship Officer and service teams to grow a robust, referrals-driven portfolio.

In this role you’ll deepen client engagement, expand wallet share, and partner with Compliance, Credit and Risk to ensure a balanced risk environment while representing HSBC in the