Wealth Relationship Manager (San Francisco, CA, US, 94111)

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

Build and grow relationships with high-value wealth clients by delivering tailored wealth solutions across banking, investments, and insurance. Conduct needs assessments, recommend aligned asset allocations, and deepen engagement to increase wallet share through referrals and community connections. Partner with service teams and a Wealth Relationship Officer for a joined-up client experience, while coordinating with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk operating environment.

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FursaFursa
HSBC
HSBC
1 day ago

Wealth Relationship Manager (San Francisco, CA, US, 94111)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Build and grow relationships with high-value wealth clients by delivering tailored wealth solutions across banking, investments, and insurance. Conduct needs assessments, recommend aligned asset allocations, and deepen engagement to increase wallet share through referrals and community connections. Partner with service teams and a Wealth Relationship Officer for a joined-up client experience, while coordinating with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk operating environment.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

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

Pay and Benefits

Perks:Wellness StipendMatching GiftsVolunteerism

Key Requirements

  • •FINRA Series 7 and 66 (or 63 and 65) licensing required.
  • •Life and Health insurance licenses or willingness to sponsor.
  • •Meaningful experience in non-traditional banking financial sales, including making client recommendations and increasing sales.
  • •Expert knowledge of wealth planning and wealth products to deliver needs-based solutions.
  • •Ability to apply Anti Money Laundering knowledge and relevant US regulatory governance in day-to-day activities.
Experience:Wealth managementFinancial servicesBanking
Skills:CommunicationInfluencingSalesRelationship building
Licenses:Life and Health insurance licenses
Certifications:FINRA Series 7FINRA Series 66

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