Wealth Relationship Manager (Houston, TX, US, 77056)

HSBC
Houston
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Influencing","Sales"]

Grow and manage a portfolio of high-value clients by providing tailored wealth solutions across banking, investments, and insurance. Conduct needs assessments, recommend appropriate asset allocations, and increase wallet share through prospecting, referrals, and community engagement. Partner with compliance, credit, risk, and internal control to support a balanced risk environment, while building a pipeline and representing HSBC in external organizations.

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HSBC
HSBC
4 weeks ago

Wealth Relationship Manager (Houston, TX, US, 77056)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Closed

Job Summary

Grow and manage a portfolio of high-value clients by providing tailored wealth solutions across banking, investments, and insurance. Conduct needs assessments, recommend appropriate asset allocations, and increase wallet share through prospecting, referrals, and community engagement. Partner with compliance, credit, risk, and internal control to support a balanced risk environment, while building a pipeline and representing HSBC in external organizations.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Provide financial solutions for a portfolio of high-value clients.
  • •Increase wallet share and identify product opportunities within existing relationships.
  • •Conduct full needs assessments and recommend banking, investment, and insurance solutions aligned to client objectives and risk tolerance.
  • •Develop 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.

Key Requirements

  • •FINRA Series 7 and 66 (or 63 and 65) licensing required.
  • •Life and Health insurance licenses (or willingness to sponsor).
  • •Meaningful experience in non-traditional banking financial sales, including client recommendations and increasing sales.
  • •Expert knowledge of wealth planning and wealth products for client conversations and solutions.
  • •Ability to interpret macroeconomic and local market developments and apply insights to client needs.
Experience:Wealth management
Skills:CommunicationInfluencingSales
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life and Health insurance
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