HSBC

3 months ago

Wealth Relationship Manager (New York, NY, US, 10177)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Wealth Relationship Manager builds and manages a portfolio of high-net-worth clients in New York, delivering needs-based banking, investment, and insurance solutions. You’ll deepen existing relationships, expand wallet share, assess client objectives, risk tolerance and asset allocations, and cultivate referral networks while coordinating with Compliance, Credit & Risk to maintain balanced risk.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Provide financial solutions and opportunities to your portfolio of clients
•Increase wallet share of existing clients and identifying product opportunities within the business
•Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
•Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.

Pay and Benefits

Perks:Wellness StipendMatching GiftsVolunteerism Policy

Key Requirements

•Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios.
•Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management.
•Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
•Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources.
•Strong business development skills to work with outside COIs to develop self-sourced business

Experience:Wealth managementFinancial services

Skills:CommunicationRelationship-buildingSalesInfluencingCustomer focus

Licenses:Series 7Series 63Series 65Series 66Life and Health

Certifications:Series 7Series 63Series 65Series 66Life and Health licenses

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

Loading job details...

Preparing the role view and application actions.

HSBC

3 months ago

Wealth Relationship Manager (New York, NY, US, 10177)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Provide financial solutions and opportunities to your portfolio of clients
•Increase wallet share of existing clients and identifying product opportunities within the business
•Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
•Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.

Pay and Benefits

Perks:Wellness StipendMatching GiftsVolunteerism Policy

Key Requirements

•Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios.
•Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management.
•Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
•Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources.
•Strong business development skills to work with outside COIs to develop self-sourced business

Experience:Wealth managementFinancial services

Skills:CommunicationRelationship-buildingSalesInfluencingCustomer focus

Licenses:Series 7Series 63Series 65Series 66Life and Health

Certifications:Series 7Series 63Series 65Series 66Life and Health licenses

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