HSBC

1 week ago

Wealth Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Build and manage relationships with high-value wealth clients by acquiring, developing, advising, and retaining a portfolio. Provide financial solutions and identify product opportunities, conducting needs assessments to recommend appropriate banking, investment, and insurance services aligned to objectives, risk tolerance, and asset allocation. Represent the company in community activities to grow referrals and maintain an active prospect pipeline while coordinating with service teams.

Location: Seattle

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Provide financial solutions and opportunities to a portfolio of wealth clients.
•Increase wallet share and identify product opportunities across the business.
•Conduct full needs assessments and recommend appropriate banking, investment, and insurance products based on objectives, risk tolerance, and asset allocation.
•Deepen relationships, advise and retain clients, and coordinate with wealth relationship officers and service teams.
•Represent the company in community organizations to maintain and grow a referral network and an active prospect pipeline.

Key Requirements

•Experience in nontraditional banking financial sales, including client recommendations, increasing sales, and building relationships with high-net-worth portfolios.
•Expert knowledge in wealth planning and wealth products, including the impact of macroeconomics, microeconomics, local market developments, and relevant regulatory frameworks.
•Strong client focus with the ability to deliver needs-based solutions using effective communication, influencing, and sales skills.
•Ability to deepen relationships with existing clients and develop referral sources.
•Series 7, 63, 65 (or Series 66 in lieu of 63 and 65), and Life and Health insurance licenses required.

Experience:Wealth management

Skills:Client focusCommunicationInfluencingSales skillsRelationship buildingBusiness developmentSelf-motivationRisk awareness

Licenses:Series 7Series 63Series 65Series 66Life and Health insurance

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: 3.6

Website LinkedIn

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HSBC

1 week ago

Wealth Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Seattle

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Provide financial solutions and opportunities to a portfolio of wealth clients.
•Increase wallet share and identify product opportunities across the business.
•Conduct full needs assessments and recommend appropriate banking, investment, and insurance products based on objectives, risk tolerance, and asset allocation.
•Deepen relationships, advise and retain clients, and coordinate with wealth relationship officers and service teams.
•Represent the company in community organizations to maintain and grow a referral network and an active prospect pipeline.

Key Requirements

•Experience in nontraditional banking financial sales, including client recommendations, increasing sales, and building relationships with high-net-worth portfolios.
•Expert knowledge in wealth planning and wealth products, including the impact of macroeconomics, microeconomics, local market developments, and relevant regulatory frameworks.
•Strong client focus with the ability to deliver needs-based solutions using effective communication, influencing, and sales skills.
•Ability to deepen relationships with existing clients and develop referral sources.
•Series 7, 63, 65 (or Series 66 in lieu of 63 and 65), and Life and Health insurance licenses required.

Experience:Wealth management

Skills:Client focusCommunicationInfluencingSales skillsRelationship buildingBusiness developmentSelf-motivationRisk awareness

Licenses:Series 7Series 63Series 65Series 66Life and Health insurance

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC

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: 3.6

Website LinkedIn