Wealth Solutions Relationship Manager

HSBC; Town of Chatham (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

HSBC is seeking a Wealth Relationship Manager in New York to partner with a Wealth Relationship Officer and service teams. You will acquire, develop, advise, and retain a portfolio of high-value clients, delivering solutions across banking, investments, and insurance aligned to client objectives and risk tolerance.

You will deepen relationships, grow wallet share, and build a robust referral network while coordinating with Compliance, Credit, and Risk to maintain balanced risk.

Qualifications

• Conduct full needs assessments with Wealth customers and recommend banking, investment and insurance products based on objectives and risk tolerance.
• Increase wallet share and identify product opportunities within the business.
• Build and maintain a referral network and active prospect pipeline through community connections.

Responsibilities

• Provide financial solutions and opportunities with our portfolio of clients.
• Increase wallet share of existing clients and identify product opportunities within the business.
• Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
• Represent the Company in community organizations to enhance its image and grow a referral network while maintaining a strong pipeline.

Skills

Client relationship management

Sales

Needs-based advisory

Communication

Cross-functional collaboration

Education

Bachelor’s degree in business/finance or related field

FINRA Series 7 and 66 licensing

Life and Health insurance licenses

Job description

HSBC is seeking a Wealth Relationship Manager in New York to partner with a Wealth Relationship Officer and service teams. You will acquire, develop, advise, and retain a portfolio of high-value clients, delivering solutions across banking, investments, and insurance aligned to client objectives and risk tolerance.

You will deepen relationships, grow wallet share, and build a robust referral network while coordinating with Compliance, Credit, and Risk to maintain balanced risk.