Wealth Manager

Talent Acquisition Specialist for USCreating new job opportunities

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.

• Build deep, long‑lasting and mutually valuable relationships and provide financial solutions and opportunities to a portfolio of high‑value 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 to meet individual needs based on objectives, risk tolerance and proper asset allocations.
• Represent the company in community organizations and activities to enhance the company’s image, grow a referral network, and maintain an active prospect pipeline; business development through existing relationships and COIs is expected.

• Meaningful experience in nontraditional 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 microeconomic impacts, and the regulatory framework 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 COIs 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) and Life & Health insurance licenses required.
• Mandarin Chinese language proficiency mandatory.
• Three years of relationship management experience preferred.

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 and variable pay, discretionary annual awards, and a wide range of benefits to support health, well‑being, finances, and lifestyle.

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.