Wealth & Relationship Manager
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Sales, Portfolio & Asset Management, Banking & Finance
HSBC in the United States is seeking a Wealth Relationship Manager to build and manage a portfolio of high-value clients. You will collaborate with the Wealth Relationship Officer and service teams to deliver tailored banking, investment and insurance solutions.
You will conduct needs assessments, expand wallet share, and advise on appropriate products while maintaining compliance and a strong risk-aware culture. Licensing requirements include Series 7/63/65/66 and Life/Health licenses.
Join us at HSBC as our next Wealth Growth & Relationship Manager in Miami, FL, United States.
We appreciate your interest in this position.
Join HSBC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Growth & Relationship Manager role at HSBC, based in Miami, FL, United States.
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