Wealth Relationship Officer (Irvine, CA, US, 92604)

HSBC
Irvine
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceSkills: ["Client service","Relationship management","Attention to detail"]

Support Wealth Relationship Managers and registered securities representatives by serving as a key point of contact for banking and wealth clients. Help reduce WRM process and administrative workload while ensuring timely follow-through on requests and documentation. Manage day-to-day client servicing, resolve transactional inquiries, facilitate hand-offs, and enter trade orders and open accounts under a registered representative’s direction.

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FursaFursa
HSBC
HSBC
1 day ago

Wealth Relationship Officer (Irvine, CA, US, 92604)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Support Wealth Relationship Managers and registered securities representatives by serving as a key point of contact for banking and wealth clients. Help reduce WRM process and administrative workload while ensuring timely follow-through on requests and documentation. Manage day-to-day client servicing, resolve transactional inquiries, facilitate hand-offs, and enter trade orders and open accounts under a registered representative’s direction.
Location: Irvine
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Provide high-quality sales support to Wealth Relationship Managers or a team, reducing their process and administrative workload.
  • •Support WRMs across banking portions of assigned client portfolios.
  • •Manage day-to-day client contact and servicing, including answering client calls and resolving transactional inquiries.
  • •Prepare and complete sales documents, manage data input, and generate reports to support licensed sales activity.
  • •Enter client trade orders and open new client accounts under the direction of a registered securities representative.

Key Requirements

  • •FINRA Series 7 and 63 licensing required.
  • •SIE and Life and Health insurance licenses (or willingness to sponsor).
  • •Experience with financial services or banking and knowledge of brokerage products, operations, and regulations.
  • •Understanding of Anti Money Laundering and relevant US regulatory governance.
  • •Fluency in Mandarin to support the target client base.
Experience:Financial servicesBanking
Skills:Client serviceRelationship managementAttention to detail
Licenses:FINRA Series 7FINRA Series 63SIELife and Health insurance
Languages:Mandarin
Tech Stack:CRMRM platforms

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