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About the Role
The Wealth Relationship Manager works closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. Professionalism, client focus, and understanding of wealth planning fundamentals are key to acquiring, developing, advising, and retaining a client portfolio.
Responsibilities
- Provide financial solutions and opportunities to clients.
- Increase wallet share of existing clients and identify product opportunities.
- Conduct needs assessments with current and potential Wealth customers and recommend appropriate banking, investment, and insurance products and services.
- Represent the Company in community organizations and activities to enhance the Company's image and maintain/grow a referral network.
- Maintain an active prospect pipeline.
Requirements
- Meaningful experience in non-traditional banking financial sales.
- Experience providing client recommendations and increasing sales.
- Experience building and maintaining valuable relationships with high net worth client portfolios.
- Expert knowledge in wealth planning and wealth products.
- Expert knowledge of the impact of macroeconomics, microeconomics, and local market developments.
- Expert knowledge of the external regulatory framework relevant to wealth management.
- Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
- Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources.
- Strong business development skills to work with outside COIs to develop self-sourced business.
- Self-motivated and self-driven individual with strong relationship and communications skills.
- Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
- Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required.
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Skills
- Wealth planning
- Wealth products
- Macroeconomics
- Microeconomics
- Local market developments
- External regulatory framework
- Effective communication
- Influencing skills
- Sales skills
- Relationship deepening
- Business development
- Relationship management
- Communications skills
Experience Level
- Meaningful experience in nontraditional banking financial sales
Benefits
- Competitive pay and benefits package
- Robust Wellness Hub
- Tailored professional development opportunities
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
About the Company
- 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.
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.