Wealth Relationship Manager

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

Build and grow relationships with high-value clients by delivering tailored wealth solutions across banking, investments, and insurance. You’ll run needs assessments, recommend appropriate asset allocations, expand wallet share, and develop a prospect pipeline through referrals and community connections. Partner with the Wealth Relationship Officer and service teams to ensure a joined-up client experience, while coordinating with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk environment.

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FursaFursa
HSBC
HSBC
3 days ago

Wealth Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Build and grow relationships with high-value clients by delivering tailored wealth solutions across banking, investments, and insurance. You’ll run needs assessments, recommend appropriate asset allocations, expand wallet share, and develop a prospect pipeline through referrals and community connections. Partner with the Wealth Relationship Officer and service teams to ensure a joined-up client experience, while coordinating with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk environment.
Location: Cupertino
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Provide financial solutions across a portfolio of high-value clients.
  • •Increase wallet share, identify product opportunities, and recommend banking, investment, and insurance solutions aligned to objectives and risk tolerance.
  • •Build asset allocation recommendations reflecting client goals and suitability considerations.
  • •Develop and maintain an active prospect pipeline through referrals and community connections.
  • •Coordinate with Compliance, Credit and Risk, and Internal Control to support a balanced risk operating environment.

Pay and Benefits

Perks:Wellness Stipend

Key Requirements

  • •FINRA Series 7 and 66 (or 63 and 65) licensing required.
  • •Life and Health insurance licenses, or willing 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.
  • •Working knowledge of Anti Money Laundering and applicable US regulatory governance for day-to-day activities.
Experience:BankingFinancial servicesWealth management
Skills:CommunicationInfluencingSales skillsRelationship buildingRisk awareness
Licenses:Life and Health insurance license
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

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