HSBC · 18 hours ago
Wealth Relationship Manager
San Francisco, CA
Full-time
Onsite
Mid, Senior LevelHSBC is committed to opening up a world of opportunity for its customers, and they are seeking a Wealth Relationship Manager to build meaningful relationships with high-value clients. The role involves providing financial solutions, conducting needs assessments, and representing the company in community activities to enhance its image.
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
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
Preferred
Additional language skill is a plus (Mandarin, Cantonese, Spanish)
Benefits
Tailored professional development opportunities
Robust Wellness Hub
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Employee Resource Groups
Company
HSBC
HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management.
Founded in 1865
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.33B2025-12-01Post Ipo Debt· $1.45B
2025-09-10Post Ipo Debt· $1.5B
2025-03-03Post Ipo Debt· $6.5B
Leadership Team
Elie El Asmar
Chief Executive Officer
Georges Elhedery
CEO
Recent News
Zawya.com
2026-01-21
Financial Sector Technology
2026-01-21
Company data provided by crunchbase