Wealth Relationship Manager - Bilingual - Spanish

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 share

In 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.

Ready to grow high-value client relationships through tailored wealth solutions?

Why HSBCHSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity 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.

What you'll be doing

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

What we're looking forFINRA Series 7 and 66 (or 63 and 65) licensing required

Life and Health insurance licenses or willing to sponsor

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

Must be fluent in Spanish Growing meaningful wealth relationships

This role offers the opportunity to shape outcomes for high-value clients through…