Wealth Relationship Manager

Wealth Relationship Manager

Brand : HSBC Area of Interest : Branch and Retail Banking Location : Beverly Hills, CA, US

The Wealth Relationship Manager (WRM) works closely with the team to build meaningful relationships with high value clients. Professionalism, client focus, and 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 in which you will provide 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 through 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 to meet individual needs, 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.

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing / certification requirements, internal relativity, and specific work location. At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

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.

Nearest Major Market : Los Angeles