HSBC

1 month ago

Wealth Relationship Manager (San Francisco, CA, US, 94111)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Wealth Relationship Manager builds and maintains relationships with high net worth clients, providing financial solutions and coordinating wealth planning, banking, investment and insurance products. You’ll increase wallet share, perform needs assessments, and develop a referral network while representing HSBC in the community.

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Provide financial solutions and opportunities to your 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
•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 Officer and service teams to acquire, develop, advise, and retain a portfolio of clients

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.

Experience:Wealth managementFinancial servicesBanking

Skills:CommunicationRelationship buildingSalesClient focusInfluencing

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

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

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HSBC

1 month ago

Wealth Relationship Manager (San Francisco, CA, US, 94111)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Provide financial solutions and opportunities to your 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
•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 Officer and service teams to acquire, develop, advise, and retain a portfolio of clients

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.

Experience:Wealth managementFinancial servicesBanking

Skills:CommunicationRelationship buildingSalesClient focusInfluencing

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

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