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Elite Wealth Advisor ‑Net‑Worth Clients
Job in
Cupertino, Santa Clara County, California, 95014, USA
Listed on 2026-07-27
Listing for:
HSBC
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
HSBC is seeking a Wealth Relationship Manager in California to work with the Wealth Relationship Officer and service teams to manage a portfolio of high-value clients. The role emphasizes professionalism, client focus, and wealth planning fundamentals.
You will provide financial solutions, grow wallet share, and assess client needs to recommend appropriate banking, investment, and insurance products. A strong network and regulatory awareness are essential to succeed.
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