Wealth Relationship Manager (Flushing, NY, US, 11354)

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

Build and grow relationships with high-value clients by providing needs-based wealth planning across banking, investments, and insurance. Conduct full needs assessments, recommend solutions aligned to objectives and risk tolerance, and create asset allocation plans. Increase wallet share through referrals, community presence, and prospect pipeline development, while partnering with Compliance, Credit, Risk, and Internal Control to maintain a balanced risk environment.

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HSBC
HSBC
1 day ago

Wealth Relationship Manager (Flushing, NY, US, 11354)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 52 minutes agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Build and grow relationships with high-value clients by providing needs-based wealth planning across banking, investments, and insurance. Conduct full needs assessments, recommend solutions aligned to objectives and risk tolerance, and create asset allocation plans. Increase wallet share through referrals, community presence, and prospect pipeline development, while partnering 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
Seniority: Mid level

Key Responsibilities

  • •Provide financial solutions to a portfolio of high-value clients across banking, investments, and insurance.
  • •Increase wallet share by identifying product opportunities, conducting needs assessments, and recommending solutions aligned to clients’ objectives and risk tolerance.
  • •Build and maintain an active prospect pipeline to support portfolio growth.
  • •Represent HSBC in community organizations and activities to strengthen visibility and referral networks.
  • •Partner with service teams and coordinate with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk operating environment.

Pay and Benefits

Perks:Wellness StipendMatching Gifts

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 for client conversations and solutions.
  • •Knowledge of Anti Money Laundering and relevant US regulatory governance, working within the external regulatory framework for wealth management.
Skills:CommunicationInfluencingRelationship buildingSales skills
Licenses:Life and Health insurance
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65
Languages:SpanishVietnamese

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