Wealth Relationship Manager (Beverly Hills, CA, US, 90210)

HSBC
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Influencing","Sales","Relationship building","Risk awareness"]

Build and grow relationships with high-value clients by delivering need-based wealth solutions across banking, investments, and insurance. Conduct full needs assessments, recommend appropriate asset allocations, and develop a prospect pipeline through referrals and community connections. Partner closely with compliance, credit, risk, and internal control to maintain a balanced risk environment while increasing wallet share and deepening engagement.

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FursaFursa
HSBC
HSBC
3 days ago

Wealth Relationship Manager (Beverly Hills, CA, US, 90210)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Build and grow relationships with high-value clients by delivering need-based wealth solutions across banking, investments, and insurance. Conduct full needs assessments, recommend appropriate asset allocations, and develop a prospect pipeline through referrals and community connections. Partner closely with compliance, credit, risk, and internal control to maintain a balanced risk environment while increasing wallet share and deepening engagement.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

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

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 advise clients
  • •Knowledge of Anti Money Laundering and relevant US regulatory governance for day-to-day activities
Experience:Wealth managementBankingFinancial sales
Skills:CommunicationInfluencingSalesRelationship buildingRisk awareness
Licenses:Life and Health insurance license
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

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