Wealth Relationship Manager (New York, NY, US, 10177)

HSBC
New York
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Influencing","Sales","Relationship building","Client needs assessment"]

Build and grow relationships with high-value clients by providing needs-based wealth solutions across banking, investments, and insurance. Manage a prospect pipeline, increase wallet share, and deepen referrals through community presence and centers of influence. Conduct full needs assessments, create asset allocation recommendations aligned to objectives and risk tolerance, and partner with Compliance, Credit, Risk, and Internal Control to maintain a balanced risk environment.

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FursaFursa
HSBC
HSBC
3 days ago

Wealth Relationship Manager (New York, NY, US, 10177)

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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 4 months ago

Job Summary

Build and grow relationships with high-value clients by providing needs-based wealth solutions across banking, investments, and insurance. Manage a prospect pipeline, increase wallet share, and deepen referrals through community presence and centers of influence. Conduct full needs assessments, create asset allocation recommendations aligned to objectives and risk tolerance, and partner with Compliance, Credit, Risk, and Internal Control to maintain a balanced risk environment.
Location: New York
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 conduct full needs assessments.
  • •Recommend banking, investment, and insurance solutions aligned to client objectives and risk tolerance.
  • •Build and maintain an active prospect pipeline to support portfolio growth.
  • •Coordinate with Compliance, Credit, 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 license (or willing to sponsor).
  • •Meaningful experience in non-traditional banking financial sales, including client recommendations and increasing sales.
  • •Expert knowledge of wealth planning and wealth products, and ability to apply it in client conversations.
  • •Working knowledge of Anti Money Laundering (AML) and relevant US regulatory governance for day-to-day activities.
Experience:Wealth managementFinancial servicesBanking salesClient relationship management
Skills:CommunicationInfluencingSalesRelationship buildingClient needs assessment
Licenses:Life and Health insurance
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