Wealth Relationship Manager (Washington, DC, US, 20001)

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

Build and deepen relationships with high-value wealth clients by acquiring, developing, advising, and retaining a portfolio. Conduct full needs assessments and recommend banking, investment, and insurance solutions based on objectives, risk tolerance, and asset allocation suitability. Grow wallet share through prospect pipeline development, referrals, and community engagement, while partnering with Compliance, Credit, Risk, and Internal Control to maintain a balanced risk environment.

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FursaFursa
HSBC
HSBC
1 day ago

Wealth Relationship Manager (Washington, DC, US, 20001)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build and deepen relationships with high-value wealth clients by acquiring, developing, advising, and retaining a portfolio. Conduct full needs assessments and recommend banking, investment, and insurance solutions based on objectives, risk tolerance, and asset allocation suitability. Grow wallet share through prospect pipeline development, referrals, and community engagement, while partnering with Compliance, Credit, Risk, and Internal Control to maintain a balanced risk environment.
Location: Washington
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, identify product opportunities, and conduct full needs assessments aligned to client objectives and risk tolerance.
  • •Create asset allocation recommendations reflecting client goals and suitability considerations.
  • •Develop and maintain an active prospect pipeline through referrals and community connections.
  • •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, and 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, and ability to apply macro/micro and local market insights to client needs.
  • •Experience applying Anti Money Laundering and relevant US regulatory governance in day-to-day wealth management.
  • •Strong communication, influencing, and sales skills to deliver needs-based solutions and grow referrals through Centers of Influence and self-sourced opportunities.
Experience:Wealth managementNon-traditional bankingFinancial sales
Skills:CommunicationInfluencingSalesRelationship-buildingRisk-awareness
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life and Health insurance licenses
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life and Health insurance license
Languages:Mandarin

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