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HSBC · 3 days ago

Wealth Relationship Manager

Beverly Hills, CA

Full-time

Onsite

Mid, Senior Level

HSBC is a leading financial services organization committed to opening up a world of opportunity. The Wealth Relationship Manager will work closely with clients to provide tailored financial solutions, enhance relationships, and grow a portfolio of high-value clients.

Financial Services

No H1B

Responsibilities

Provide financial solutions and opportunities to your portfolio of clients

Increase wallet share of existing clients and identifying product opportunities within the business

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

Qualification

Wealth planning expertiseFinancial sales experienceSeries 7LifeHealth insurance licensesClient relationship managementBusiness development skillsEffective communication skillsAdditional language skillsComplianceSelf-motivated

Required

Bachelor's degree in business, finance, related field or equivalent experience

Series 7, 63, 65 or 66 (or 63 and 65) required

Life and Health insurance licenses required

Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios

Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management

Strong client focuses and ability to deliver needs-based solutions through effective communication, influencing, and sales skills

Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources

Strong business development skills to work with outside COI's to develop self-sourced business

Self-Motivated and Self-driven individual with strong relationship and communications skills

Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment