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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.
- Recommend appropriate banking, investment, and insurance products and services.
- Represent the Company in community organizations and activities.
- Enhance the Company's image and maintain a referral network.
- Maintain an active prospect pipeline.
Requirements
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship.
- Bachelor’s degree in business, finance, related field or equivalent experience.
- FINRA Series 7 & 66 (or 63 and 65) required.
- Life and Health insurance licenses required.
- Meaningful experience in nontraditional banking financial sales.
- Experience providing client recommendations and increasing sales.
- Experience building and maintaining relationships with high-net-worth client portfolios.
- Expert knowledge in wealth planning and wealth products.
- Expert knowledge of the impact of macroeconomics/microeconomics/local market developments.
- Expert knowledge of external regulatory framework relevant to wealth management.
- Strong client focus and ability to deliver needs-based solutions.
- Effective communication, influencing, and sales skills.
- Ability to demonstrate strong relationship deepening skills with existing client base.
- Ability to build and grow relationships and develop referral sources.
- Strong business development skills to work with outside COI’s to develop self-sourced business.
- Self-motivated and self-driven individual.
- Strong relationship and communications skills.
- Good understanding of how to work with Compliance, Credit & Risk and Internal Control.
- Ensure a balanced risk operating environment.
Skills
- Language skill is a plus
- Wealth planning
- Wealth products
- Macroeconomics
- Microeconomics
- Local market developments
- External regulatory framework relevant to wealth management
- Client focus
- Needs-based solutions
- Communication
- Influencing
- Sales skills
- Relationship deepening
- Business development
- Relationship management
- Compliance
- Credit
- Risk
- Internal Control
Experience Level
- Meaningful experience in nontraditional banking financial sales
- Experience providing client recommendations and increasing sales
- Experience building and maintaining relationships with high-net-worth client portfolios
Education Level
- Bachelor’s degree in business, finance, related field or equivalent experience
- FINRA Series 7 & 66 (or 63 and 65)
- Life and Health insurance licenses
Salary/Compensations
- The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
Benefits
- Access to tailored professional development opportunities.
- Competitive pay and benefits package.
- Robust Wellness Hub.
- Welcoming and inclusive work environment.
- Empowerment to drive HSBC’s engagement with communities.
- Industry-leading volunteerism policy.
- Generous matching gift program.
- Comprehensive program of immersive Sustainability and Climate Change Initiatives.
- Employee Resource Groups.
About the Company
- Our purpose – Opening up a world of opportunity – explains why we exist.
- HSBC uses unique expertise, capabilities, breadth and perspectives to open new kinds of opportunities for 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.
- We value difference. We succeed together. We take responsibility. We get it done.
- We want you to help us build the bank of the future!
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.