HSBC

1 month ago

Wealth Relationship Manager (New Hyde Park, NY, US, 11040)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Wealth Relationship Manager at HSBC builds and grows relationships with high-net-worth clients, delivering wealth planning insights and tailored financial solutions. You’ll work with Wealth Relationship Officers and service teams to expand wallet share, assess client needs, and guide product opportunities across banking, investment, and insurance offerings.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Provide financial solutions and opportunities with our portfolio of clients
•Increase wallet share of existing clients and identify 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
•Collaborate with Wealth Relationship Officers and service teams to deliver tailored wealth management solutions and maintain strong client relationships

Key Requirements

•Bachelor’s degree in business, finance, related field or equivalent experience
•FINRA Series 7 & 66 (or 63 and 65) required
•Life and Health insurance licenses required
•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

Experience:Wealth managementFinancial services

Education:Bachelor's

Skills:CommunicationRelationship-buildingSalesInfluencingCustomer focus

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

1 month ago

Wealth Relationship Manager (New Hyde Park, NY, US, 11040)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours 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 financial solutions and opportunities with our portfolio of clients
•Increase wallet share of existing clients and identify 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
•Collaborate with Wealth Relationship Officers and service teams to deliver tailored wealth management solutions and maintain strong client relationships

Key Requirements

•Bachelor’s degree in business, finance, related field or equivalent experience
•FINRA Series 7 & 66 (or 63 and 65) required
•Life and Health insurance licenses required
•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

Experience:Wealth managementFinancial services

Education:Bachelor's

Skills:CommunicationRelationship-buildingSalesInfluencingCustomer focus

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