Wealth Relationship Manager
$100k/y-$200k/y
a day ago
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OnsiteFull-timeMid
Summary
HSBC is seeking a Wealth Relationship Manager to join their team in Beverly Hills, CA. The role involves building and maintaining relationships with high-value clients while providing tailored financial solutions.
About the Role
As a Wealth Relationship Manager, you will work closely with the Wealth Relationship Officer and service teams to develop and advise a portfolio of clients. Your responsibilities will include conducting needs assessments, recommending banking and investment products, and enhancing the company's image through community engagement and business development.
About You
Required:
- Meaningful experience in nontraditional banking financial sales and building relationships with high net worth clients.
- Expert knowledge in wealth planning and wealth products, including macroeconomic and regulatory frameworks.
- Strong client focus with effective communication and sales skills.
- Ability to deepen relationships with existing clients and develop referral sources.
- Self-motivated with strong relationship and communication skills.
- Understanding of compliance, credit, and risk management.
- Series 7, 66 (or equivalent), and California Life and Health insurance licenses.
Preferred:
- Experience in business development with outside referral sources.
- Proven track record of increasing sales and client recommendations.
Benefits
- Competitive pay with a fixed salary range of $100k–$200k.
- Variable pay in the form of discretionary annual bonuses.
- Comprehensive benefits package including health and wellness programs.
- Professional development opportunities.
- Diverse and inclusive work environment.
HSBC
Opening up a world of opportunity for our customers, investors, ourselves and the planet. We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers. HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges. To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Beverly Hills, CA