Wealth Relationship Manager

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  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.

As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role focuses on acquiring, developing, advising and retaining a portfolio through strong fundamentals in wealth planning. You’ll provide solutions across banking, investments and insurance based on each client’s objectives, risk tolerance and appropriate asset allocations. Success means deepening relationships, increasing wallet share and building a strong pipeline through referrals and community connections.

You’ll also partner with Compliance, Credit and Risk and Internal Control to support a balanced risk operating environment.

As our Wealth Relationship Manager, you will:
Provide financial solutions and opportunities across a portfolio of high-value clients

Increase wallet share within existing relationships and identify product opportunities

Conduct full needs assessments and recommend banking, investment and insurance solutions aligned to objectives and risk tolerance

Build asset allocation recommendations that reflect each client’s goals and suitability considerations

Develop and maintain an active prospect pipeline to support portfolio growth

Represent HSBC in community organizations and activities to strengthen visibility and referral networks

Partner with service teams and the Wealth Relationship Officer to deliver a joined-up client experience

Coordinate with Compliance, Credit and Risk and Internal Control to maintain a balanced risk operating environment

Youll likely have the following qualifications to succeed in this role:

FINRA Series 7 and 66 (or 63 and 65) licensing required, and Life and Health insurance licenses, or willing to sponsor

Spanish and Vietnamese are additional languages that provide added value

Bring meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales

Apply expert knowledge of wealth planning and wealth products in client conversations and solutions

Interpret macroeconomic, microeconomic and local market developments and apply insights to client needs

Use knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities

Work within the external regulatory framework relevant to wealth management. Deliver needs-based solutions using effective communication, influencing and sales skills

Strengthen relationships within an existing client base to build referrals and deepen engagement. Build business through centers of influence (COIs) and self-sourced opportunities

Partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through…