Wealth Relationship Manager (Aventura, FL, US, 33180)

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

Build and grow relationships with high-value clients by providing needs-based wealth solutions across banking, investments, and insurance. Conduct full needs assessments, develop asset allocation recommendations, and increase wallet share through referrals and community connections. Partner with service teams and the Wealth Relationship Officer for a joined-up client experience, while coordinating with Compliance, Credit, Risk, and Internal Control to maintain a balanced risk environment.

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FursaFursa
HSBC
HSBC
22 hours ago

Wealth Relationship Manager (Aventura, FL, US, 33180)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Build and grow relationships with high-value clients by providing needs-based wealth solutions across banking, investments, and insurance. Conduct full needs assessments, develop asset allocation recommendations, and increase wallet share through referrals and community connections. Partner with service teams and the Wealth Relationship Officer for a joined-up client experience, while coordinating with Compliance, Credit, Risk, and Internal Control to maintain a balanced risk environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Provide banking, investment, and insurance solutions to a portfolio of high-value clients.
  • •Increase wallet share and identify product opportunities within existing relationships.
  • •Conduct full needs assessments and recommend solutions aligned to client 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 support 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, with ability to apply it in client conversations.
  • •Working knowledge of Anti Money Laundering and relevant US regulatory governance for day-to-day activities.
Experience:Wealth managementFinancial servicesBankingClient-facing sales
Skills:Client relationship buildingCommunicationInfluencingSalesRisk awareness
Licenses:Life and Health insurance licenses
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