Wealth Relationship Manager

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

Own a portfolio of high-value clients by acquiring, developing, advising, and retaining relationships through needs-based wealth planning. Provide banking, investment, and insurance solutions aligned to client objectives, risk tolerance, and asset allocation goals. Grow wallet share and referral-driven pipelines, represent HSBC in community activities, and partner with Compliance, Credit, Risk, and Internal Control to maintain a balanced risk environment.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
1 day ago

Wealth Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Own a portfolio of high-value clients by acquiring, developing, advising, and retaining relationships through needs-based wealth planning. Provide banking, investment, and insurance solutions aligned to client objectives, risk tolerance, and asset allocation goals. Grow wallet share and referral-driven pipelines, represent HSBC in community activities, and partner with Compliance, Credit, Risk, and Internal Control to maintain a balanced risk environment.
Location: Seattle
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 and maintain an active prospect pipeline to support portfolio growth.
  • •Represent HSBC in community organizations and activities to strengthen visibility and referral networks.
  • •Coordinate with Compliance, Credit and Risk, and Internal Control to maintain a balanced risk operating environment.

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, with strong communication, influencing, and sales skills.
  • •Ability to interpret macroeconomic, microeconomic, and local market developments and apply insights to client needs.
Experience:Wealth managementBankingFinancial services
Skills:CommunicationInfluencingSalesRelationship buildingRisk awareness
Licenses:Life and Health insurance licenses
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