2 months ago

Wealth Relationship Manager (Scarsdale, NY, US, 10583)

✓ 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

Wealth Relationship Manager builds and deepens high net worth client relationships within HSBC’s Asset and Wealth Management group, delivering wealth planning knowledge and tailored financial solutions. You’ll grow wallet share, conduct needs-based assessments, and collaborate with service teams to provide banking, investment, and insurance recommendations for an affluent client portfolio in Scarsdale, NY.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Provide comprehensive financial solutions and opportunities to your portfolio of clients.
•Increase wallet share by identifying product opportunities within the business and cross-selling relevant wealth management products.
•Conduct full needs assessments with current and potential Wealth customers and recommend banking, investment and insurance products based on objectives and risk tolerance.
•Represent HSBC in the community to grow a referral network and maintain an active prospect pipeline.
•Collaborate with Wealth Relationship Officer and service teams to ensure high-quality client service and risk management compliance.

Pay and Benefits

Perks:Wellness StipendMatching Gift

Key Requirements

•Meaningful experience in nontraditional banking financial sales with a track record of building and maintaining relationships with high net worth client portfolios.
•Expert knowledge in wealth planning and wealth products, with understanding of macroeconomics/microeconomics and external regulatory framework relevant to wealth management; Series 7, 63, 65 or 66 licenses and Life and Health licenses are required.
•Strong client focus with ability to deliver needs-based solutions through effective communication, influencing, and sales skills; ability to deepen relationships and generate referrals.

Experience:Wealth managementBankingNontraditional banking

Skills:CommunicationRelationship-buildingSalesInfluencingNegotiation

Licenses:Series 7Series 63Series 65Series 66LifeHealth

Certifications:Series 7Series 63Series 65Series 66Life licenseHealth license

Languages:English

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: 3.6

Website LinkedIn

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HSBC

2 months ago

Wealth Relationship Manager (Scarsdale, NY, US, 10583)

✓ 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

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Provide comprehensive financial solutions and opportunities to your portfolio of clients.
•Increase wallet share by identifying product opportunities within the business and cross-selling relevant wealth management products.
•Conduct full needs assessments with current and potential Wealth customers and recommend banking, investment and insurance products based on objectives and risk tolerance.
•Represent HSBC in the community to grow a referral network and maintain an active prospect pipeline.
•Collaborate with Wealth Relationship Officer and service teams to ensure high-quality client service and risk management compliance.

Pay and Benefits

Perks:Wellness StipendMatching Gift

Key Requirements

•Meaningful experience in nontraditional banking financial sales with a track record of building and maintaining relationships with high net worth client portfolios.
•Expert knowledge in wealth planning and wealth products, with understanding of macroeconomics/microeconomics and external regulatory framework relevant to wealth management; Series 7, 63, 65 or 66 licenses and Life and Health licenses are required.
•Strong client focus with ability to deliver needs-based solutions through effective communication, influencing, and sales skills; ability to deepen relationships and generate referrals.

Experience:Wealth managementBankingNontraditional banking

Skills:CommunicationRelationship-buildingSalesInfluencingNegotiation

Licenses:Series 7Series 63Series 65Series 66LifeHealth

Certifications:Series 7Series 63Series 65Series 66Life licenseHealth license

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC

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: 3.6

Website LinkedIn