Wealth Relationship Manager

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

Own and grow relationships with high-value wealth clients by performing needs assessments and delivering tailored solutions across banking, investments, and insurance. Build and maintain a prospect pipeline through referrals and community connections, increase wallet share, and deepen engagement. Partner closely with service, Wealth Relationship Officer, and risk/compliance teams to provide a joined-up client experience and support a balanced risk environment.

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FursaFursa
HSBC
HSBC
4 hours ago

Wealth Relationship Manager

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Own and grow relationships with high-value wealth clients by performing needs assessments and delivering tailored solutions across banking, investments, and insurance. Build and maintain a prospect pipeline through referrals and community connections, increase wallet share, and deepen engagement. Partner closely with service, Wealth Relationship Officer, and risk/compliance teams to provide a joined-up client experience and support a balanced risk environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Work with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients.
  • •Provide financial solutions across a portfolio of high-value clients and identify product opportunities to increase wallet share.
  • •Conduct full needs assessments and recommend banking, investment, and insurance solutions aligned to client objectives and risk tolerance.
  • •Build asset allocation recommendations and maintain an active prospect pipeline to support portfolio growth.
  • •Coordinate with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk operating environment and deliver a joined-up client experience.

Pay and Benefits

Perks:Wellness StipendMatching GiftVolunteerism

Key Requirements

  • •FINRA Series 7 and 66 (or 63 and 65) licensing required, plus 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 to deliver needs-based solutions in client conversations.
  • •Ability to interpret macroeconomic, microeconomic, and local market developments and apply insights to client needs.
  • •Knowledge of Anti Money Laundering and relevant US regulatory governance for day-to-day wealth management activities.
Experience:Financial services
Skills:CommunicationInfluencingSalesRelationship building
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life and Health insurance license
Languages:SpanishVietnamese

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