Wealth Relationship Manager (WRM)

Wealth Relationship Manager

HSBC is opening up new kinds of opportunity for our more than 40 million customers, bringing together people, ideas and capital to create a better world for customers, employees, investors, communities and the planet.

Job location : Beverly Hills, CA

Salary : $95,000.00-$110,000.00

Responsibilities

• 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

Qualifications

Employment Type

Full‑time

Seniority Level

Mid‑Senior level

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