Wealth Relationship Manager

Eligibility

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism, client focus and an understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises and retains a portfolio of clients.

• Build deep, long‑lasting and mutually valuable relationships, providing financial solutions and opportunities to your portfolio of clients.
• Maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities by regularly collecting, updating and analyzing client financials.
• Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services based on objectives, risk tolerance and proper asset allocations.
• Represent the company in community organizations and activities to enhance the Company’s image and grow a referral network for additional relationship opportunities, while maintaining an active prospect pipeline. Business development through existing relationships and COI’s (certificate of insurance) will also be expected.

The final fixed pay offer will depend on the candidate and several variables, including but not limited to role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity and specific work location. HSBC offers a competitive Total Reward Package, with a mix of fixed pay and variable pay. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”).

HSBC also provides a wide range of competitive and flexible benefits designed to improve health, well‑being, finances and lifestyle.

• Meaningful experience in non‑traditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios.
• Expert knowledge in wealth planning and wealth products, macro‑ and micro‑economic impacts, local market developments and external regulatory frameworks relevant to wealth management.
• Strong client focus and ability to deliver needs‑based solutions through effective communication, influencing and sales skills.
• Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources.
• Strong business development skills to work with outside COI’s to develop self‑sourced business.
• Self‑motivated and self‑driven individual with strong relationship and communication skills.
• Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Series 7, 66 (or 63 and 65), Life and Health insurance licenses required.
• Language:
  Mandarin Chinese preferred.
• Three years relationship management experience preferred.

As an HSBC employee, you will have access to tailored professional development opportunities, a robust Wellness Hub, a welcoming and inclusive work environment, volunteerism policy, matching gift program, sustainability and climate change initiatives, and employee resource groups that foster networking and development.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.