Wealth Relationship Manager

HSBC
Washington
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Influencing","Sales","Relationship building","Pipeline building"]

Build and deepen relationships with high-value clients by acquiring, developing, advising, and retaining a wealth portfolio. Conduct needs assessments to recommend banking, investment, and insurance solutions aligned to objectives, risk tolerance, and asset allocations. Grow wallet share through referrals and community connections while maintaining an active prospect pipeline. Partner with service teams and coordinate with Compliance, Credit, Risk, and Internal Control to support a balanced risk environment.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
1 day ago

Wealth Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Build and deepen relationships with high-value clients by acquiring, developing, advising, and retaining a wealth portfolio. Conduct needs assessments to recommend banking, investment, and insurance solutions aligned to objectives, risk tolerance, and asset allocations. Grow wallet share through referrals and community connections while maintaining an active prospect pipeline. Partner with service teams and coordinate with Compliance, Credit, Risk, and Internal Control to support a balanced risk environment.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide financial solutions and opportunities across a portfolio of high-value clients.
  • •Increase wallet share and identify product opportunities within existing client relationships.
  • •Conduct needs assessments and recommend banking, investment, and insurance solutions aligned to objectives and risk tolerance.
  • •Build and maintain an active prospect pipeline through referrals and community connections.
  • •Coordinate with Compliance, Credit and Risk and Internal Control to maintain a balanced risk operating environment.

Pay and Benefits

Perks:Wellness StipendMatching Gifts

Key Requirements

  • •FINRA Series 7 and 66 (or 63 and 65) licensing required, and Life and Health insurance licenses (or willing to sponsor).
  • •Ability to use expert knowledge of wealth planning and wealth products to deliver client needs-based solutions.
  • •Conduct full needs assessments and recommend banking, investment, and insurance solutions aligned to objectives and risk tolerance.
  • •Interpret macroeconomic, microeconomic, and local market developments and apply insights in client conversations.
  • •Knowledge of Anti Money Laundering (AML) and relevant US regulatory governance for day-to-day activities.
Experience:Wealth managementFinancial services
Skills:CommunicationInfluencingSalesRelationship buildingPipeline building
Licenses:Life and Health insurance license
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65
Languages:SpanishVietnamese

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn