Wealth Relationship Manager

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high-value clients. Professionalism, client focus and an understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients.

As The Wealth Relationship Manager, You Will

• Build deep, long-lasting and mutually valuable relationships, providing financial solutions and opportunities to your portfolio of clients
• Maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business by regularly collecting, updating and analyzing client financials
• Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services based on objectives, risk tolerance and proper asset allocations
• Represent the company in community organizations and activities to enhance the company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline. Business development through existing relationships and COI’s (certificate of insurance) will also be expected

Qualifications

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

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