Wealth Relationship Manager: High-Net-Worth Assets

HSBC is seeking a Wealth Relationship Manager to serve a portfolio of high-value clients. You will work with the Wealth Relationship Officer and service teams to deliver tailored financial solutions and maintain the highest standard of client service.

Responsibilities include building deep relationships, conducting needs assessments, and recommending banking, investment, and insurance products to meet client objectives. Licensing requirements include Series 7 and other regulatory credentials.

This role, Wealth Relationship Manager:
Grow High-Net-Worth Assets at HSBC, could be your next move.

Learn more about the Wealth Relationship Manager:
Grow High-Net-Worth Assets role in the description above.

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This posting is for the Wealth Relationship Manager:
Grow High-Net-Worth Assets role at HSBC, based in Irvine, CA, United States.