Strategic Wealth Advisor -Value Clients
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
HSBC is seeking a Wealth Relationship Manager to grow high-value client relationships by delivering tailored wealth solutions across banking, investments, and insurance. You will work with a Wealth Relationship Officer and service teams to deepen client engagement while maintaining robust risk controls.
You will conduct needs assessments, recommend asset allocations, and develop a strong referral network to drive portfolio growth within a compliant framework.
We are seeking a motivated Strategic Wealth Advisor for High-Value Clients to join HSBC in Beverly Hills, CA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Beverly Hills, CA, United States.
This opportunity is part of our work in Finance, Sales.
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